I have recently joined Castlefield after working in the investment management industry for over five years. I am a Chartered Wealth Manager, having achieved my CISI level 7 qualification. I graduated from De Montfort University with a first-class Honours BSc in Economics and Finance. After that, I completed an MSc in Investment Management at Heriot-Watt University, achieving a Distinction.
As a Client Manager, I am here to support Castlefield clients with a wide range of queries, with the over-arching goal to help people invest their money to meet their personal and financial goals. I enjoy keeping clients informed about their portfolios, the financial markets, and our values-led approach to investing.
Outside of work I love travelling and experiencing new places and cultures. I am a fan of Bristol City FC, and I enjoy attending games when I get the chance.