
I graduated from University of Nottingham with my undergraduate degree and moved straight into my role at Castell Wealth Management, where I’m currently building my career in financial services.
Alongside my role, I’m studying for my Chartered Institute for Securities & Investment (CISI) exams with the aim of becoming a qualified financial adviser. I’m driven by the opportunity to help clients make informed and confident decisions about their financial futures, and I’m committed to continually developing my knowledge and expertise within the profession.
Outside of work, I’m a keen golfer and love spending time on the course. I also enjoy a good social life and value time spent with friends and family. I believe building strong relationships, both professionally and personally, is key to long-term success.
Personal and family finances
Helping individuals and families achieve their goals and plan their financial future.
Business owners
Helping business owners to grow, protect and pass on their businesses.
City professionals
We recognise the challenges faced by professionals in managing their finances amidst their demanding schedules.
Large-value residential mortgages
Through established relationships with private banks, boutique lenders and specialist underwriters, Castell Wealth Management are able to arrange highly personalised lending solutions that align with each client’s overall wealth strategy.
Get in Touch
We offer a no-obligation consultation designed to help you develop a financial plan bespoke to your life goals. Book your consultation today and take the first step towards a more secure financial future.
Castell Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. Castell Wealth Management is a trading name of Castell Wealth Management Ltd. Castell Wealth Management Ltd is registered in England and Wales, Number 11639376. Registered Office: 251 Grays Inn Rd, London WC1X 8QT.
© Castell Wealth Management Limited. 2023.
SJP Approved 10/08/2026