Charities often tell us one of the best things about Castlefield's investment management service is our specialised understanding of the sector.
We’re extremely proud of that fact, but the experience of our charity investment managers has not come by chance. We’ve built our knowledge by working very closely with individual boards of trustees and management teams, to support them through the investment management process and help them understand what's involved.
We specialise in investing ethically for charities
You'll benefit from a dedicated and committed team
We understand the sector. Many of our co-owners are also trustees.
Charities have always been at the heart of what we offer. That's because we're part owned by a grant-making charitable foundation. Many of our team are active volunteers or trustees within the third sector, so we understand the challenges that charities face.
We were established in 2002 to manage the investment needs of the charity sector - many of our early charity clients have chosen to stay with us for over 20 years.
Today, Castlefield is an award-winning, employee-owned investment management and financial planning group, that's recognised for being at the forefront of ethical investing.
As specialists in this sector, we act as both strategic adviser and long-term investment manager. You'll find we're not just a manager of money but a trusted partner - helping with long-term financial planning decisions, as well as investment policy and strategy.
Our dedicated team maintains close contact with charity clients, so we’re able to share current best practice and emerging themes as they’re happening.
Plus, when you become a Castlefield client you'll receive the same high-quality service, regardless of how big or small your charity is.
Alongside sector leading Charity investment management, we offer a number of 'added value' services that are also included in our service to charity clients. These include:
To bring your charity onboard with Castlefield we'll just need to confirm details about your charity and the identity of its trustees, to fulfil our regulatory duties (we'll make this as straightforward as we can and help with any paperwork involved).
We would ask you to gather 2 pieces of ID from all of the current trustees (for anti-money laundering purposes). You can send scans or photos to us via a secure mail transfer to protect trustee's data, or bring them in to our office - where you'd always be very welcome!
If you're moving from another investment provider, we'll help you make the transition as smooth as possible. We'll liaise with providers on any existing accounts and do all the necessary paperwork on your behalf.
A good relationship starts with a conversation. We find a short call of around 15-minutes helps provide clarity of whether we may be able to help you, before we explore further options with a more in-depth consultation. Both of these are free and there's no obligation.
Please get in touch today to find out how we may be able to help you on 0161 233 4890.
If you aren’t ready for a call, please email us at charities@castlefield.com and we’ll do our best to answer your questions.
Contact UsTo find out more about our range of funds and services, or to see how we may be able to support you and your charity, please call us on 0161 233 4890.
If you aren’t ready for a call, please email us at charities@castlefield.com and we’ll do our best to answer your questions.
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