I approached Castlefield having been attracted to their specialism in responsible and sustainable investment and I joined the team in May 2018. I’m grateful that my role allows me to interact with Co-owners right across our business with a common aim of helping our clients.
Before joining Castlefield, I worked in various roles within financial advisory firms after graduating from Manchester Metropolitan University in 2010 with a first class degree in Financial Services. I also hold the Advanced Diploma in Financial Planning through the Personal Finance Society and I am a Chartered Financial Planner.
Away from Castlefield, I’m a trustee of The Charity Service which is a specialist in charitable giving, and has its roots in the Manchester charity sector. In my spare time I’m a fair-weather runner and also enjoy reading, going to live music events and following my hometown football team, Sheffield United.