Keeping your information secure
We’re committed to improve the quality, security and efficiency of the service we offer you. You'll be able to view all your finances securely in one place, 24/7 on any web-enabled device or smartphone - such as a desktop computer, laptop, mobile phone or tablet.
You'll also be able to communicate with us, store your personal data and exchange information between us in a secure way. Further details for these are included below.
With the Castlefield 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:
Get in touch with your usual Castlefield contact to get started with the Castlefield app or call 0161 233 4890.
If you've already registered for the New Castlefield portal & app, click here to login. Or get in touch with your usual Castlefield contact to find out more.
Personal Finance Portal
If you’re currently taking advantage of our Ongoing Advice Service, utilising our Personal Finance Portal (PFP), then to login;
Guide to using the Personal Finance Portal
If you need help with PFP please contact us on pfphelp@castlefield.com.
Simon Holman provides a guided overview of the new reporting format for clients invested in Risk Profiles II, III & IV via our Thoughtful Portfolio Funds.
Please click the image to watch the video.
We engaged with US pharmaceutical company Merck & Co, held in the Castlefield Thoughtful World Equity Fund, on animal testing, ingredients and packaging policies.
In this Ask an Adviser we're focused on savings. Rupert Lovesy answers the question: "Given the recent changes in legislation, is it still worth investing in a Lifetime ISA? What is likely to happen to them?"
Ffion Spencer outlines our support of the Votes Against Slavery initiative which aims to improve compliance with the UK Modern Slavery Act, and explores how coordinated investor engagement can drive meaningful change.
As an ethical, employee-owned business, Castlefield aims to hold itself to the same high standards it expects of the companies it invests in. Here, we share key learnings from recent Carbon Literacy sessions.
This report demonstrates the importance of active stewardship and engagement at Castlefield, and goes some way to explain why we are known as The Thoughtful Investor ®.
You'll find details of our Thoughtful Investment approach and a comprehensive assessment of our stewardship activities, including collaborative engagement projects, voting activity and broad range of case studies during the prior twelve months.
Download annual stewardship reportIt looks like you've landed on one of our pages without choosing your user profile. Please select one of the options below to continue.
