Castlefield
Find out more about our range of services, including our thoughtful fund range and advisory services.
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Find out more about our range of funds and portfolio models, catering to most investment objectives and risk profiles.
Thoughtful investing is integral to everything we stand for at Castlefield. That’s why we’re known as the Thoughtful Investor ®.
Stay up to date with all the latest Castlefield company news, blogs, events and videos. Our CORE includes an internal perspective on the Castlefield culture and insights from Co-owners.
We're Castlefield, an investment management and financial planning business with a reputation for being at the forefront of ethical investing.
Client Billing ManagerFinancial Planning Certificate (FPC)
Business Support Assistant
Assistant Investment AnalystBSc (Hons), MSc, IMC
Senior Client ManagerChartered MCSI, ASIP
Investment ManagerChartered FCSI, Chartered Wealth Manager
Graphic Design SpecialistBA (Hons)
Portfolio Implementation ManagerBSc (Hons), IMC, ACSI
Partner, Investment ManagementBSc (Hons), IMC, Chartered MCSI, CFA
Investment AnalystMA (Hons), MBA, Chartered MCSI
Management AccountantMAAT – Association of Accounting Technician
Manager, Client Management
Client Services Assistant
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