About Castlefield

We’re Castlefield, a family of investment and advisory businesses with a focus on our clients’ values and aspirations. Shared ownership and the fact that our employees and a grant-making charitable trust share in our business and profits, lie at the heart of our approach. It’s what makes us different and provides the driving force behind our success.

The Castlefield story began in 2002, when a small team of colleagues decided to found a business that could provide a truly personal service. From day one, we wanted to be a business with clients at its centre and one that could also give all colleagues the chance to share in its future.

The core team of our initial investment management business came from the UK fund management arm of a pan-European private banking group. Managing investments for charities was a major focus; it still is today. That said, following the acquisition of the UK’s two oldest and most well established ethical advice firms, we’re now an integrated advice and investment management group, widely recognised for our expertise in responsible and sustainable investment.

We think our structure is unique. It’s helped us to define our values and to create an environment in which all colleagues, as co-owners, can achieve their full potential.

We’re confident that you’ll notice that we’re a bit different and that this difference will impact positively on our service to you.

Contact Us

Get in touch with our team

We’re available by phone and email, but most of all in person to provide expert advice and assistance.

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Read our Voting Guidelines

Following on from the publishing of our Stewardship report, we have released our Voting Guidelines...

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Telling Our Castlefield Story

This year, for EO Day (a national celebration of employee ownership), the theme was to 'tell your story'.

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