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

A bit about Castlefield

In this video Founder John Eckersley introduces Castlefield and explains about our purpose and how we help clients (and our team) to achieve their personal goals. 

He also explains the core values, present throughout Castlefield, and why we're known as the Thoughtful Investor ®. 

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Investment Advice

We understand that not-for-profit organisations have their own special concerns and constraints when it comes to investment. Find out more about our Charity Investment Advice service

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Investment Management

Learn more about how we manage the investments of over 50 charity clients, enabling them to align their investment policies with their values

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Trustworthy & Professional

The CISI Chartered Firm™ status denotes that a firm is "operating at the highest levels of trustworthiness and professionalism expected from the sector" and is a demonstration of our commitment to high standards.

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Growth Blk

Investing sustainably for the long-term

Align Black

Helping over 50 Charity clients

Hands Group Blk

Part-owned by a charitable organisation

We're proud affiliates of a range of worthy organisations

Our Ownership

We think our business is unique. From day one, the people involved in our day-to-day operations have held a majority stake in our business, alongside a major grant-making charitable foundation.

This structure has helped us to define our values, predicated on long-term sustainable growth, independence, innovation, respect and responsibility; all designed to create an environment in which colleagues, as co-owners, can achieve their full potential.

Employee Ownership

History of Ethical Investing

Today, there are all sorts of technical terms for investment approaches that seek to bring personal values to bear on financial decisions. The longest standing is 'ethical investment'. Learn more about the history of ethical investment and its journey into the mainstream in today's economic environment.

History of Ethical Investing

Insights, news and reports

Jun 20/06/2024

Castlefield respond to FCA consultation on extending SDR scheme to portfolio management

We recently submitted a short response to the FCA’s consultation on extending the SDR scheme to portfolio management. Here we publish our full response for transparency.

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May 27/05/2024

Castlefield joins Financial Vulnerability Taskforce Charter

Castlefield has pledged support to the Financial Vulnerability Taskforce Charter to promote greater understanding in respect of consumer vulnerability.  

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May 22/05/2024

Castlefield in the news – Spring 2024

This latest ‘In the news’ feature provides a summary of some recent interviews, opinion pieces and press coverage we’ve featured in since the start of 2024

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Apr 30/04/2024

Latest Annual Stewardship Report Launched

We're delighted to announce the launch of the latest Annual Stewardship Report for 2023.

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