Business team
Caitlin Williams
Administrator
Supporting the administration and everyday coordination that help clients stay informed and keep their next steps clear.
Caitlin Williams on LinkedIn (opens in a new tab)About Caitlin
Caitlin joined Castle Stonebridge as an Administrator in January 2026, supporting the day-to-day work behind the client experience.
Her role includes client onboarding, documentation and administrative coordination. She helps keep information organised so that clients and colleagues can move through the process with clear next steps.
Caitlin’s role is administrative rather than a financial advice role. If an enquiry needs an adviser’s input, the team can direct it to the appropriate person.
About Caitlin's role
- What is Caitlin Williams's role at Castle Stonebridge?
- Caitlin Williams is the Administrator at Castle Stonebridge and has held this role since January 2026. Supporting the administration and everyday coordination that help clients stay informed and keep their next steps clear.
- Does this role involve providing financial advice?
- Caitlin Williams works in a administrator role supporting Castle Stonebridge. This is distinct from providing regulated personal financial advice. The team can direct advice enquiries to the appropriate adviser.
Castle Stonebridge journey
Administrator
Castle Stonebridge
January 2026 – Present
Supporting client administration and the day-to-day running of the team.
Profile at a glance
- Name
- Caitlin Williams
- Castle Stonebridge role
- Administrator
- In this role since
- January 2026
- Professional profile
- Caitlin Williams on LinkedIn (opens in a new tab)
Published by Castle Stonebridge Financial Planning. Role and Castle Stonebridge tenure supplied by the business.
For questions about this profile, contact our team using the details below.
Castle Stonebridge's company record (opens in a new tab)Focus
- Client onboarding
- Documentation
- Administrative coordination
- Client support
Contact the team
Our team will direct your enquiry to the right person.
- 01246 308249
- advice@castlestonebridge.co.uk
- Tapton Park Innovation Centre, Brimington Road, Chesterfield S41 0TZ
