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A bit about Castlefield
In this video Founder John Eckersley introduces Castlefield and explains about our purpose and how we help clients (and our team) to achieve their personal goals.
He also explains the core values, present throughout Castlefield, and why we're known as the Thoughtful Investor ®.
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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.
Learn moreInvestment 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.
Learn moreTrustworthy & 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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Genuinely rigorous and authentic approach
A committed team of over 50 co-owners
We're proud affiliates of a range of worthy organisations
Our Ownership
We think our business is unique. From day one, the people involved in our day-to-day operations have held a majority stake in our business, alongside a major grant-making charitable foundation.
This structure has helped us to define our values, predicated on long-term growth, independence, innovation, respect and responsibility; all designed to create an environment in which colleagues, as co-owners, can achieve their full potential.
Employee Ownership
Find out more about our thoughtful fund range
Learn more about our range of thoughtful investment funds and access them directly
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
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.
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.
Jun 20/06/2024
News
Castlefield respond to SDR consultation extension
We recently submitted a short response to the FCA’s consultation on extending the SDR scheme to portfolio management. Here we publish our full response for transparency.
May 27/05/2024
News
Castlefield joins Financial Vulnerability Taskforce Charter
Castlefield has pledged support to the Financial Vulnerability Taskforce Charter to promote greater understanding in respect of consumer vulnerability.
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