I joined Castlefield in 2017 and am Head of Financial Planning. My role is to lead the development of our financial planning proposition, support our team of advisers and help ensure we consistently deliver high quality advice that reflects both our clients' objectives and Castlefield's values.
I am passionate about making financial planning understandable and achievable. By turning complex financial issues into clear, practical guidance, I help clients and colleagues navigate important decisions with confidence.
I hold the Diploma in Financial Planning together with advanced qualifications in investment planning and tax and trusts.
Outside work, I enjoy films, music and following Portsmouth FC.