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.

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

 

 

 

Contact Us

Winners and Spinners Report 2017

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

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Resource Links

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

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  • Story of our client: Vitsoe - A Persistent System

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  • The thoughtful investor- Conrad Jacobson

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RECOGNITION OF OUR EXPERTISE

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

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