About Us

 

What do we do? - OUR EXPERTISE

Castlefield Advisory Partners

The financial planning arm of our group provides tailored investment, pension and protection advice to private individuals and the businesses they own and work for and the not-for-profit organisations they help to run. Whether clients are looking for advice focused on one issue or would like a holistic review of their finances, we can offer a service to suit their needs and personal values.

Castlefield Investment Partners

The discretionary investment management arm of our group manages money for private individuals, charities and the clients of other professionals. Offering a flexible approach to investment we work with our clients to develop the best approach to achieving their goals, whilst always respecting their values.

 

Why we are here

We gather assets to do good

Castlefield exists to help clients and colleagues to achieve their personal goals, whilst promoting and supporting the welfare of the widest community of stakeholders.

We believe that in a Corporate Social Responsibility (CSR) context, we must remember that it’s just as important how we all earn the money, as the way in which it’s ultimately distributed.

 

OUR CORE Values

 

 

 

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LIFE AT CASTLEFIELD - THE THOUGHTFUL INVESTOR

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

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CASTLEFIELD NAMED IN NMA TOP 20 ADVISERS

We are delighted to have been named as one of the top 20 financial advice firms for 2021 in the north by New Model Adviser (NMA) for the second successive year.

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CASTLEFIELD INSIGHTS - SUMMER 2021

Our Summer Issue of our newsletter - Castlefield Insights, your trusted source for news, views and reports from the Thoughtful Investing world.

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