At Castlefield, we adopt a thoughtful approach to looking after money, using it to support the businesses shaping our world. In short, we gather assets to do good.

Thoughtful investing isn’t simply a product or one of our range of services – it’s integral to everything we stand for and do. Find out more about how we may be able to help you below.

We're proud to be an award-winning financial advice and investment business

  • Paawards24 Winner Social Tile Best Adviser Firm For ESG
  • Best ESG Adviser
  • Colwma Nomine 2023
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We're proud affiliates of a range of worthy organisations

  • Gbc Accredited Stamp Full Colour Rgb 500Px@72Ppi
  • Principles For Responsible Investment Logo
  • Proudly Employee Owned
  • Living Wage Logo
  • GM Good Employment Charter Logo
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Get your Castlefield journey started today

Click the link to get going with the Castlefield app, and start your journey to being a Thoughtful Investor

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Your finances at your fingertips

With the Castlefield secure portal & app you'll have complete peace of mind for your finances, as you'll be able to see all of your finances organised and updated in one place. Additionally you can:

  • View and manage your investments
  • Communicate securely
  • Manage income and spending
  • Stay up to date with latest notifications
  • Access your info when you need it 24/7 from any device

Click the link below to find out more about the Castlefield Secure Portal and App. 

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Glossary

At Castlefield we try hard to dispel as much jargon and as many acronyms as possible.

We've put together a handy glossary with a guide to some of the most commonly used investment and financial industry terms.

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SEE ALL