CAP Client Agreement

Castlefield Advisory Partners Limited Client Agreement

This Client Agreement has been written in accordance with the rules of the Financial Conduct Authority (FCA) and is legally binding on any service we provide for you. Before agreeing to this it is important that you take as much time as you need to read it, think about the implications and ask us about anything you feel is unclear.

Castlefield Advisory Partners Limited (CAP) Comprehensive Client Agreement document.


Castlefield Advisory Partners Limited (CAP) Overview Client Agreement document.

Please note that this service is not currently available to new clients, pending a review of our services. For existing clients there are no changes to your agreement with us.


Castlefield Advisory Partners Limited (CAP) Focused Client Agreement document.



Castlefield Advisory Partners Limited (CAP) Scope of Our Advice insert – 1st September 2019.


Winners and Spinners Report 2017

Report reveals best in class ethical funds but disappointingly also uncovers evidence of ‘greenwash’.

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We are delighted that Castlefield has received some recent recognition for our expertise.

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Resource Links

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

    View resource
  • Story of our client: Vitsoe - A Persistent System

    View resource
  • The thoughtful investor- Conrad Jacobson

    View resource