I want to enable more people to gain access to investment strategies which are truly aligned to their personal values and objectives and also, where possible, enhance the market by improving accessibility to quality information. There is so much great work already being done but often it doesn't get through to the people who want it. We want to offer the tools to intermediaries to help align their clients with their investments and ensure they are doing what they say they are doing, creating clarity in a complex climate.

Volunteer Fundraising and Sponsorship Co-Ordinator for local community cricket club.

Providing technical analysis and report writing services to advisers offering holistic financial planning. A specialism in creating portfolios which are aligned to a client's personal values around responsible investments. Dealing with a range of complex cases for HNW clients but also supporting the delvierance of general financial advice and guidance for a range of people and businesses in helping them achieve their own personal goals and objectives.

Offering a wide range of services to individual and corporate clients around their financial planning. This ranges from tax planning, investments, pensions and protection. Through years of first hand experience I have also gained a specific specialism in establishing portfolios that are focused on the client's values around responsible investment.

Coordinator of a highly skilled team of professionals in the UK's largest specialist ethical and environmental Independent Financial Advice (IFA) and Investment firm.Castlefield adopts a unique approach to looking after money, reflecting the individual objectives of all kinds of clients - from private individuals and the businesses they own and work for, to the not-for-profit organisations they help to run.What sets us apart is that we work closely with our clients to help them to define what ‘ethical’ or ‘responsible’ investment means to them. We then interpret the results in practical ways which never ignore the need for real-world financial outcomes.

Executive in Financial Advice at Castlefield; the UK's largest specialist ethical and environmental Independent Financial Advice (IFA) and Investment firm. Castlefield adopts a unique approach to looking after money, reflecting the individual objectives of all kinds of clients - from private individuals and the businesses they own and work for, to the not-for-profit organisations they help to run.What sets us apart is that we work closely with our clients to help them to define what ‘ethical’ or ‘responsible’ investment means to them. We then interpret the results in practical ways which never ignore the need for real-world financial outcomes.

Financial Administrator assisting a team of Independent Financial Advisers within a Chartered Firm.- Processing information for client files and supporting advisers dealing with pensions, investments, tax planning, mortgages and other financial advice. - Preparing research reports and analysis of pension and investment products and providers (Selectapension and Synaptics).- Writing Suitability reports on advice given (Final Salary, Money Purchase, Drawdown, Investments).- Establishing and managing Auto Enrolment schemes using middleware and multiple providers (NOW, NEST, Intelligent Money, Royal London). - Directly dealing and communicating with major UK pension and investment providers verbally and through their platforms to gain illustrations, key features, complete/submit applications. - Offering excellent, friendly and informative service to maintain and build relationships with clients.

Sales and Marketing manager for one of the best well known and largest UK based biomass heating manufacturing firms; supplying heating solutions the the joinery and manufacturing industry.I also assisted in several areas of the business including HR, Finance, Bookkeeping (Using SAGE), Administration, Health and Safety and Logistics. Within my first few months I had updated ICT processes, introduced cloud based technology for easier and improved internal and external communications and also designed a mapping system to allow a visual representation of our customers locations. This position was diverse in terms of the tasks I was asked to complete and I gained many new transferable skills in this employment. I ended up being in a client facing sales role gaining new business and building relationships with customers. The goods I sold were intended, after the initial outlay, to save the customer thousands in the long term and also add to the environmental credibility of their organisation; which for them was also be very marketable. I co-ordinated marketing efforts and sales using social media, email newsletters and advertising in order to encourage new sales enquiries, brand awareness and build relationships with new and existing customers.

Managing a small team when the business required on a part time basis whilst studying at university. Carrying out management functions involving stock and cash activities and ensuring also the smooth operation of the high turnover store. Gained awards for my customer service and was a well respected member of the team by colleagues and customers.