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Helen Tandy

Helen Tandy of Castlefield Investment Partners LLP is based in Manchester. Helen has up to 22 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
CPD7 - Personal recommendation on long-term care insurance

Previous Employment:
Castlefield Advisory Partners Limited01/01/2016 to 31/08/2023
ConBrio Fund Partners Limited12/06/2008 to 05/02/2016
Co-operative Bank Financial Advisers Ltd21/02/2006 to 20/06/2008
Nationwide Building Society01/12/2001 to 18/02/2006
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