A unique approach

We're Castlefield, a family of investment and advisory businesses at the forefront of growing the UK market for responsible, ethical and thoughtful investing. We adopt a unique approach to looking after money, reflecting the individual objectives of all kinds of clients - from private individuals and the businesses they own and work for, to the not-for-profit organisations they help to run.

Read more
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

View more stories

Castlefield Charity Champion - Efua Uke

Apr 13/04/2021
Our latest Charity Champion tells us about the charitable work she does, alongside raising three young children and looking after clients as part of our financial advice team.
Read more
View more stories

  • Life at Castlefield - The Thoughtful Investor

    This summer, 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.

    Read more

  • 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.

    Read more

  • 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.

    Read more

  • 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.

    Read more

  • 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.

    Read more