I left University in 2012 with a First-class degree in Business and Economics and went on to receive a good grounding in the financial services sector through roles at a global high street bank and the world’s largest custodian.
As a member of the financial advice team, I work closely with clients, providing financial planning to help them meet their goals. I hold the CISI Level 7 Diploma in Advanced Financial Planning and the CERTIFIED FINANCIAL PLANNER™ designation.
Outside of the office I enjoy golf and football, supporting my hometown club Liverpool FC.
For information about the CFP mark, please visit the following page: https://www.castlefield.com/home/castlefield/