Recognition of our expertise

We are delighted that Castlefield has received some recent recognition for our expertise.

Our adviser, Olivia Bowen, has been shortlisted for Ethical Financial Planner of the year in the prestigious Money Management’s Financial Planner Awards.

Olivia says: “The Money Management awards are widely acknowledged to have one of the most rigorous assessment processes. A client case study has to be submitted, from which a shortlist of two is created. I will then have an interview with industry experts to discuss the case study and wider financial planning matters, from which the winner is picked. Having come runner-up a few years ago, I was keen to have another go this year.”

The awards, sponsored by Schroders, recognise the best in financial planning with categories including Sipps, investment companies, protection, ethical investment, multi-asset, exchange traded funds(ETFs) and enhanced annuities.

BBC sports presenter Dan Walker has been confirmed as the host of this year’s Money Management Financial Planner Awards on 29th October. 

In addition, Castlefield has been nominated in another award but we aren’t allowed to broadcast the details until the organisation has created its press release.

We will keep you posted as to our progress!