• Thomas McCoy

Associate, Financial Advice

BSc (Hons), DipPFS

I joined Castlefield’s financial advice team in January 2017 and I enjoy the challenge of contributing to a very friendly and dynamic company. I strongly believe in the importance of good financial planning and take pride in being able to demystify complex terms and jargon into language that can be easily understood.

I hold the Diploma in Financial Planning as well as advanced qualifications in investment planning and tax and trusts.

My main role is financial planning for my clients; helping them to meet their financial goals through responsible and sustainable investment strategies. I’m also involved in training and supervision within the advice team as well as being a member of our investment committee.

Outside work, I enjoy watching films and listening to music, plus I’m a keen supporter of Portsmouth FC and I try and attend as many matches as I can.