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

We're proud affiliates of a range of worthy organisations

Putting you in control of your finances

With the Castlefield secure client 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

Find out more about the Secure Portal by clicking the link below. 

Find out more

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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