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.

Financial Advice

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.

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Investment Management

Together, 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.

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We're proud to be an award-winning financial advice and investment business

Thoughtful Fund Range

Our thoughtful range includes single-strategy funds, portfolio funds, platform models, a discretionary management service and an AIM portfolio service.

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Philanthropy

A 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.

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We're proud affiliates of a range of worthy organisations

Growth Blk

Investing thoughtfully for the long-term

Expert Team Black

Proudly employee-owned

Hands Group Blk

Part-owned by a charitable organisation

Putting you in control of your finances

With 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:

  • View and manage your investments
  • Communicate securely
  • Manage income and spending
  • Stay up to date with latest notifications
  • Access your info when you need it 24/7 from any device

Find out more about the Secure Portal by clicking the link below. 

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Don't just take our word for it

Hear from some of our clients about working with Castlefield

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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.

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