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.
Castlefield Fund Partners
Our investment funds business manages our own range of collective funds. Each fund is configured to deliver a specific investment objective, generating the desired outcome in accordance with the detailed terms of its own prospectus.
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