Who are we?

Here at Castlefield we act as a trusted investment manager and financial adviser for individuals and organisations who seek to make a world of difference. We pursue an outcome where business is seen within the context of environmental, ecological and social impacts.

We’re a medium-sized, growing, employee-owned business. We invest significant resources into attracting and developing talented individuals. We aim to create a unique culture of respect and responsibility, where independence encourages innovation. We have created consistent and transparent career pathways for each function within our business that focus not only on technical knowledge but also on developing soft skills.


Why are we unique?

We’re unique because we:

  • have a comprehensive offer for all financial needs

  • listen carefully to understand our clients’ objectives and work creatively to fulfil them 

  • offer a truly personal service where we aim to get to know our clients as individuals

  • are able to create an extraordinary internal culture of kindness, respect and determination, with every employee recognised as a "co-owner" of their own business

  • are connected to our local community

  • stay true to our purpose – it‘s why we are in business together








Contact Us


We worked with The Chase Films to create our own short film, giving a glimpse into life working at Castlefield.

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Rebecca O’Connor has been announced as the new chairperson of Castlefield’s external advisory committee.

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Diversity & Inclusion at Castlefield

As the thoughtful investor, corporate governance is high on the agenda when making investment decisions with investee firms.

Read the full report