Meet your trusted advisers.
Real people with real expertise, dedicated to your financial well-being.
Advisory Team
Our Advisers
Chartered Financial Adviser
Alex Pugh
Alex holds Chartered status — the highest professional designation in financial planning — and brings particular expertise in complex investment and retirement planning. He combines technical depth with the ability to explain sophisticated strategies in plain, accessible language.
Business & Personal Protection Specialist
Thomas Jagger
Thomas specialises in protection planning for both individuals and businesses, helping clients understand and close the gaps that could leave their income, families, or companies exposed. He takes a meticulous approach to needs analysis and works across the whole market to find the right solution at the right price.
Behind the Scenes
Our Support Team
Great advice is only possible when the people and processes behind it are just as strong.
Commercial Director
Graham Nash
Graham leads the commercial direction of Castle Stonebridge, bringing decades of experience in financial planning and client relationship management. His focus is on ensuring every client receives advice that is genuinely independent, holistic, and grounded in their real-life circumstances.
Administrator
Caitlin Williams
Caitlin is the engine that keeps client service running smoothly. She manages onboarding, documentation, and the day-to-day administration that ensures every client interaction is prompt, accurate, and hassle-free.
Operations Lead
Arran Turner
Arran oversees operations across the business, ensuring processes, systems, and compliance frameworks are always fit for purpose. His background in financial services operations means clients can trust that the business behind their advice is well-run and robust.
We'd love to hear from you.
Whether you have a specific question or simply want to understand how we can help, our team is here for a no-obligation conversation.