Whether we recognise it or not, we all bring our personal values to bear when making choices in life. Castlefield adopts a progressive approach to looking after money, in turn reflecting the individual objectives and values of all kinds of clients - from investors in the investment funds we manage, to private individuals and their personal pensions, to the not-for-profit organisations they establish and help to run.
What sets us apart is that we work closely with clients to help them to understand and define what careful and ethical investment means to them. We then interpret the results in practical ways which never ignore the need for real-world financial outcomes.
Our dedicated team is committed to achieving dependable long-term growth through independence and innovation, respect and responsibility. As an employee-owned business, we make sure that everything we do reflects not only the values we share as co-owners of our own business, but the principles that are important to our clients too. All delivered via a service which is as personalised and accessible as each of our clients wants it to be.
That’s why we’re known as ‘the Thoughtful Investor’®
In this short video, Castlefield founder John Eckersley introduces the concept of the Thoughtful Investor ®.
Over more than two decades, we’ve delivered competitive, values-based returns through an investment approach which is as rigorous as it is genuine.
This disciplined, fundamentals-based investment approach ensures we use clients money to invest thoughtfully.
We’ve carried these values right through to the way in which we’ve built and run our firm, with our own corporate sustainability very much in mind.
That's why we expect the same high governance standards at Castlefield and why you can be confident our diverse team will do the right thing.
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
Visit our document library for a variety of brochures, reports, guides and other publications.
Hear from some of our clients and learn more about the memberships we're committed to in the below videos.
Marcus Chilton-Jones, Curator of the Dorothy Clive Garden discusses the history of the garden and how the investment returns from an endowment help the garden to remain open to the public.
The financial services sector is rife with acronyms and industry-specific language, along with similar terms being used interchangeably (e.g. responsible, ethical, ESG, SRI).
At Castlefield, we try hard to dispel as much jargon as possible.
With such a range of terminology, we've put together this handy glossary - your guide to some of the most commonly used investment and financial industry terms.
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