Secure Client Portal
We’re committed to improve the quality, security and efficiency of the service we offer you. Our client portal gives you secure access to view all your finances in one place, 24/7 on any web-enabled device or smartphone such as a desktop computer, laptop, mobile phone or tablet.
The portal also helps us to communicate with you, store your personal data and exchange information between us in a secure way. Details for these are included below.
Personal Finance Portal
If you’re currently taking advantage of our Ongoing Advice Service, utilising our Personal Finance Portal (PFP), then to login;
Guide to using the Personal Finance Portal
If you need help with PFP please contact us on pfphelp@castlefield.com.
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.
Castlefield is delighted to have joined the Giki Employee Race to Zero challenge – a two-week long sustainability competition for SMEs.
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.
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.
This report demonstrates the importance of active stewardship and engagement at Castlefield, and goes some way to explain why we are known as The Thoughtful Investor ®.
It includes details of our Thoughtful Investment Approach, ESG Reporting, Stewardship, Engagement, Case Studies and Voting Activity.
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