I began my career as a primary school teacher before moving into financial services in 2009. That experience shaped the way I work with clients today, making financial planning clear, practical and aligned with clients’ values. My interest in environmental and ethical issues drew me to Castlefield’s “Thoughtful Investor” approach, which helps clients pursue their financial goals whilst investing in line with their values.
At Castlefield, I focus on delivering the best possible outcomes, value and experience for our clients, with particular attention to making every stage of the client journey feel clear, joined up and personal. I work with clients to turn their aspirations into clear, practical plans. This includes financial protection, investments, retirement planning, estate planning and funding for long-term care, for which I hold an additional qualification.
Outside work, I can usually be found sailing on Exmoor, playing music, or exploring the West Country with my wife and our two Japanese Spitzes.