The Castlefield story began in 2002, when a small team of colleagues decided to found a business that could provide a truly personal service.
From day one, we wanted to be a business with clients at its centre and one that could also give all colleagues the chance to share in its future.
Over the last twenty years, we’ve grown and joined forces with two very well-established ethical advice businesses.
Today, we're an award-winning, employee-owned ethical investment and advice group that's part-owned by a grant-making charitable foundation.
We can quite confidently say we’re "the most firmly established ethically focused advice business in the UK’"
Castlefield is an award-winning, employee-owned ethical investment and advice group that is part-owned by a grant-making charitable foundation.
72% of Co-owners with Castlefield 3 years +
Committed to achieve Net Zero by 2030
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 ®.
Play Video
Awards & Achievements
We’re extremely proud that Castlefield has consistently been recognised for a number of awards.
Learn moreAffiliations & Memberships
Castlefield are proud to be members and signatories of a range of worthy organisations and initiatives.
Learn more
What makes Castlefield special
We believe Castlefield is a special place to work. Here are some of the reasons why...
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 sustainable growth, independence, innovation, respect and responsibility; all designed to create an environment in which colleagues, as co-owners, can achieve their full potential.
Employee OwnershipWe're proud to be an award-winning financial advice and investment business
Insights, news and reports
Jun 20/06/2024
News
Castlefield respond to FCA consultation on extending SDR scheme to portfolio management
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.
May 22/05/2024
News
Castlefield in the news – Spring 2024
This latest ‘In the news’ feature provides a summary of some recent interviews, opinion pieces and press coverage we’ve featured in since the start of 2024
Apr 30/04/2024
News
Latest Annual Stewardship Report Launched
We're delighted to announce the launch of the latest Annual Stewardship Report for 2023.
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