A unique approach

We're Castlefield, an investment management and financial planning business with a reputation for being at the forefront of responsible ESG investing. We adopt a unique approach to looking after money, using it to make a difference in the world. Our clients include private individuals and the businesses they run, as well as financial advisers, wealth managers and charitable organisations.

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I’ve had fifteen years of a secure and ethical financial relationship while hardly being aware of it, and that’s the best sort! Dr P, Investor, Bedfordshire

News & Media

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Castlefield co-files resolution with ShareAction for increased Unilever healthy food sales

Jan 20/01/2022
Castlefield, along with an international group of investors, has co-filed a health-related shareholder resolution to be voted on at Unilever’s AGM. The resolution, organised by ShareAction and the Healthy Markets Initiative aims to encourage the company to adopt ambitious targets to increase the share of healthy foods in its sales and asks Unilever to consider a number of specific actions.
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UK Stock Story – EMIS Group PLC

Jan 17/01/2022
Life changed for all of us in early 2020, with the Covid-19 outbreak. Our UK Stock Story this month features EMIS Group, which was the first UK health-tech provider to launch a software system to support the NHS in the largest vaccination programme in its history.
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  • Life at Castlefield - The Thoughtful Investor

    We worked with The Chase Films to create our own short film, giving a glimpse into life working at Castlefield. Co-owners from all areas of the company, even those who are camera shy, came together to discuss what our workplace culture and ethos are like, as well as what, we feel, makes us different to other finance companies.

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  • The Thoughtful Investor – The Dorothy Clive Garden Trust

    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. Castlefield manage the charitable endowment according to the long term needs of the trustees.

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  • Thoughtful Investor - Anthony O'Connor Manchester Cathedral

    Anthony O'Connor, Director of Fundraising and Development at Manchester Cathedral talks about the challenges involved in providing a place of worship open to the public on a daily basis and the use of the funds managed by Castlefield for maintaining and improving the Cathedral.

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  • Plastic Shores Big Island message

    Ed Scott-Clarke is a freelance film producer responsible for the client testimonial videos hosted on the Castlefield website. Following a short career in governmental research, he made the jump into documentary film-making. His first film Plastic Shores was premiered at the United Nations in March 2012.

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  • The Thoughtful Investor – William Kenyon & Sons

    Piers Kenyon, Director of William Kenyon & Sons and a trustee of the Group Pension scheme discusses the history of the company and the challenges of managing a corporate sponsored pension trust. Castlefield act as investment managers to the scheme, working alongside a range of other professionals in ensuring the scheme meets its objectives of providing a pension for current and former employees.

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  • The thoughtful investor - Conrad Jacobson

    Our longstanding client, Conrad Jacobson, talks here about what our relationship means to him and his family, investing ethically and achieving financial peace of mind. We advise both Conrad and his wife in a personal capacity, as well as their business and their employees.

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