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  • Paawards24 Winner Social Tile Best Adviser Firm For ESG
  • Best ESG Adviser
  • Colwma Nomine 2023
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Castlefield - the Thoughtful Investor ®

In this short video, Castlefield founder John Eckersley introduces the concept of the Thoughtful Investor ®. 

Financial Advice

From planning your retirement to managing your investments, from life insurance to inheritance planning for your family, it’s important to get the expert guidance that’s right for you.

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Investment Management

Together, we’ll do our best to make sure that your investments always reflect your personal investment objectives, your tolerance for risk and your wider beliefs and concerns.

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Trustworthy & Professional

The CISI Chartered Firm™ status denotes that a firm is "operating at the highest levels of trustworthiness and professionalism expected from the sector" and is a demonstration of our commitment to high standards.

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How to become a Thoughtful Investor

At Castlefield, thoughtful investing isn’t simply a product or one of our range of services – it’s integral to everything we stand for and do.

That’s why we’re known as the Thoughtful Investor ®.

To find out what this means and how you could become a thoughtful investor, visit our dedicated hub.

Thoughtful Investor

Document Library

Learn the terms and concepts of ethical investment through our extensive glossary.

Client testimonials

Hear what some of our clients have said about Castlefield here

Active Engagement

Find out about investee firms and the engagement projects we're involved with

Growth Blk

Investing thoughtfully for over two decades

Structure Blk

Genuinely rigorous and authentic approach

Expert Team Black

Proudly employee-owned

We're proud affiliates of a range of worthy organisations

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  • Principles For Responsible Investment Logo
  • Proudly Employee Owned
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Philanthropy

A growing theme amongst our clients is a desire to ‘make a difference’. Not just in ensuring that their money is invested in line with their personal values, but also in formalising approaches to sharing their good fortune with others.

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I STARTED OUT BY THINKING ABOUT THE POSITIVE EFFECT MY GIVING WAS TO HAVE ON OTHER PEOPLE BUT QUICKLY REALISED THAT IT ACTUALLY HAD AN IMMENSELY POSITIVE IMPACT ON ME.

History of Ethical Investing

Today, there are all sorts of technical terms for investment approaches that seek to bring personal values to bear on financial decisions. The longest standing is 'ethical investment'. Learn more about the history of ethical investment and its journey into the mainstream in today's economic environment.

History of Ethical Investing

Insights, news and reports

Jan 13/01/2025
News

Castlefield in the news - Winter 2024

This latest ‘In the news’ piece provides a summary of recent press coverage, covering topics such as the UN’s climate conference COP29, the Autumn budget, new sustainable investment and moustaches!

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Dec 02/12/2024
News

Castlefield renames fund range adopting Thoughtful title

In response to the FCA’s Sustainability Disclosure Requirements (“SDR”), Castlefield will be re-naming its ‘Sustainable’ fund range as ‘Thoughtful’ from 2 December 2024.

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Oct 14/10/2024
News

Castlefield joins Employee Race to Zero challenge

Castlefield is delighted to have joined the Giki Employee Race to Zero challenge – a two-week long sustainability competition for SMEs.

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Sep 25/09/2024
News

Castlefield in the news - Summer 2024

This ‘In the news’ feature provides a summary of the recent press coverage, interviews and opinion pieces that Castlefield co-owners have featured in over the summer.

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