Glossary
At Castlefield we try hard to dispel as much jargon and as many acronyms as possible.
We've put together a handy glossary with a guide to some of the most commonly used investment and financial industry terms.
At Castlefield, we adopt a thoughtful approach to looking after money, using it to support the businesses shaping our world. In short, we gather assets to do good.
Thoughtful investing isn’t simply a product or one of our range of services – it’s integral to everything we stand for and do. Find out more about how we may be able to help you below.
From planning your retirement to managing your investments, from life insurance to inheritance planning, it’s important to get expert guidance that’s right for you.
Learn moreTogether, we’ll do our best to make sure that your investments always reflect your personal objectives, your tolerance for risk and your wider beliefs and concerns.
Learn moreOur thoughtful range includes single-strategy funds, portfolio funds, platform models, a discretionary management service and an AIM portfolio service.
Learn moreA growing theme amongst our clients is a desire to ‘make a difference’ by sharing their good fortune with others. Find out about the services we offer to assist clients.
Learn moreWith the Castlefield secure client portal & app you'll have complete peace of mind for your finances, as you'll be able to see all of your finances organised and updated in one place. Additionally you can:
Find out more about the Secure Portal by clicking the link below.
Find out moreHear from some of our clients about working with Castlefield
To find out more about our range of funds and services, or to see how we may be able to support you and your clients, please call us on 0161 233 4890.
If you aren’t ready for a call, please email us at enquiries@castlefield.com and we’ll do our best to answer your questions.
It looks like you've landed on one of our pages without choosing your user profile. Please select one of the options below to continue.