Castlefield

Castlefield is a trading name, registered trademark and the property of Castlefield Partners Limited (CPL). Part of the Castlefield employee-owned group and member of the Employee Ownership Association. CPL is the unregulated holding company of wholly owned businesses operating in the financial services sector. Specifically:

Castlefield Investment Partners LLP (CIP) registered in England and Wales No. OC302833. CIP is also an ISA manager and provides discretionary investment management services. FRN: 432488

The registered office of CPL and CIP is 111 Piccadilly, Manchester, M1 2HY, United Kingdom.

You can check the regulatory permissions for these companies on the Financial Services Register by visiting the FCA’s website: https://register.fca.org.uk/.

Eligible complainants may refer a complaint to the Financial Ombudsman Service http://www.financial-ombudsman.org.uk/.

The information in this email is confidential and intended solely for the use of the individual to whom it is addressed and is not intended to be relied upon by any person without subsequent written confirmation of its contents. Accordingly, Castlefield disclaims all responsibility and accepts no liability, including negligence, for the consequences of any person acting, or refraining from acting, on such information prior to the receipt by those persons of subsequent written confirmation. If you received this e-mail in error, please notify us immediately by telephone on 0161 233 4890 or by email to compliance@castlefield.com please also destroy and delete the message from your computer. Any form of reproduction, dissemination, copying, disclosure, modification, distribution and/ or publication of this email message is strictly prohibited. Any views or opinions expressed are those of the individual sender and do not necessarily represent the views of Castlefield. We shall endeavour to scan all attachments for viruses using regularly updated profiles. However, we accept no liability for any damage that you may incur as a result of a virus infection.

Call recording is in operation and will be used for monitoring purposes.

The UK Trademarks Office requires that when the CFP™ certification marks are used in the United Kingdom they be used in conjunction with an indication that they are certification marks. Therefore, the following Statement covers the use of the following marks within the Castlefield page and emails: CFP™, CERTIFIED FINANCIAL PLANNER™ and CFP™ are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. The Chartered Institute for Securities & Investment is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.

If you have any comments/suggestions regarding the service you have received from our businesses or any ideas on how we can improve, please feel free to drop us an email on webmail@castlefield.com