Atul K. Shah PhD(LSE) FCA

Professor at City, University of London

Professor Atul K. Shah is a writer, broadcaster and lecturer in the field of accounting and finance. He has written books on banking failures (HBOS) and ethical finance science and education.

His latest book ‘Inclusive and Sustainable Finance’ discusses timeless wisdoms in finance whose principles and culture are very helpful in navigating our present challenges. His books and articles can be seen at www.atulkshah.co.uk 

In this talk, he will focus on the practical knowledge which can help us to live with money rather than be ruled by money.

Rebecca O’Connor

Founder, Good With Money

Rebecca is head of pensions and savings for Interactive Investor, a co-founder of Good With Money and an award-winning financial journalist - appearing in publications including The Times, The Observer, Spectator Money, Ethical Consumer, Guardian Sustainable Business and The Ecologist.

Rebecca was appointed as the chair of Castlefield's External Advisory Committee in September 2021, where she brings her extensive experience as a personal finance specialist to help support our investment team, offering impartial oversight of how we incorporate social, environmental and governance (ESG) factors into our investment and research decision-making.

Sarah Webster

Director of Sustainable Business at Britvic Plc

Sarah is responsible for setting the sustainable business framework, Healthier People Healthier Planet at Britvic plc. This includes setting global minimum standards of execution, governance oversight and supporting the ESG committee together with communicating and engaging with internal and external stakeholders to generate a transparent understanding of Britvic Plc’s progress & challenges.

With over 20 years FMCG experience, including 18 years with Diageo, Sarah's cross functional career spans sustainable business, investor relations, finance, M&A, marketing and innovation.

Simon Holman MA (Hons), MSc, CFA, MCSI, ASIP

Partner, Castlefield Investment Partners

Simon's career began in Edinburgh, spending nine years as an equity analyst, primarily on European equities while also with a period as a global sector analyst, and then fund manager at Aegon Asset Management.

He subsequently joined Castlefield, where he combines an investment role (including as lead manager of the Castlefield Sustainable Portfolio Funds) with heading-up Castlefield's client relationship team - keeping clients up to date on their portfolios and on market developments.

Simon is a charter holder (Chartered Financial Analyst) of the CFA Institute as well as an individually Chartered Member of the Chartered Institute for Securities & Investment (CISI).

Olivia Bowen B(Soc)Sci, Chartered Financial Planner

Partner, Castlefield Advisory Partners

Olivia is an award-winning Chartered Financial Planner and Partner at Castlefield.

After graduating from Manchester University she joined Castlefield (legacy firm Gaeia) in 1999. Olivia advises on a wide range of aspects of financial planning and has advanced qualifications in taxation & trusts, investment & risk and the financial planning process.

Olivia won the Personal Finance Society’s Investment Specialist of the Year Award 2017, and made it to the final three in 2020. She has also appeared on Channel 4’s award-winning investigative current affairs programme Dispatches, BBC’s Rip off Britain and has been an expert guest on Radio 4’s Moneybox.