Castlefield – The Thoughtful Investor ®

Your trusted adviser

As specialists in the charity sector, we act as both strategic adviser and long-term investment manager. You'll find we're not just a manager of money but a trusted partner - helping with long-term financial planning decisions, as well as investment policy and strategy.

Our dedicated team maintains close contact with charity clients, so we’re able to share current best practice and emerging themes as they’re happening.

We specialise in helping charities with £250,000 to £3m to invest, to align their investments with their values (investing over a time horizon of 5 years plus).

Plus, when you become a Castlefield client you'll receive the same high-quality service, regardless of how big or small your charity is.

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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How to become a Thoughtful Investor

At Castlefield, thoughtful investing isn’t simply a product or one of our range of services – it’s integral to everything we stand for and do.

That’s why we’re known as the Thoughtful Investor ®.

To find out what this means and how your charity and its trustees could become thoughtful investors, visit our dedicated hub.

Thoughtful Investor

Investing thoughtfully for the long-term

Helping over 50 Charity clients

Part-owned by a charitable organisation

Your finances at your fingertips

With the Castlefield secure 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

Click the link below to find out more about the Castlefield Secure Portal and App.

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Looking for help with your personal finances?

After seeing the work we do with their charity's investments, many trustees ask us to help them with their own personal finances too - from helping to plan for retirement, fund care costs in later life, invest in line with their values or gain confidence after receiving a lump sum.

Find out more about how Castlefield can help you with your finances in our Value of Advice brochure.

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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 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

What is 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.

What is Ethical Investing

Insights, news and reports

Oct 12/10/2026

News

Castlefield partners with VouchedFor to gather independent client feedback

Castlefield has partnered with independent client feedback platform, VouchedFor, to gather valuable feedback from the people who matter most: our clients.

Oct 12/10/2026

News

Castlefield appoints Matt Ralph as Chief Executive Officer

Castlefield confirms that Matt Ralph has assumed the role of Chief Executive Officer

Oct 05/10/2026

News

Castlefield launches enhanced employee benefits package shaped by employee-owner feedback

Castlefield has launched an enhanced employee value proposition following an engagement survey and feedback programme involving colleagues across the business.

Sep 23/09/2026

News

Castlefield in the News - Summer 2026

Topics covered in this round-up of recent press coverage include the gender ISA gap, collaborative engagement, excessive executive pay and “sustainable” investment funds continuing to invest in Russia.

Dedicated to your mission. We’ll help you to find the best strategy for your charity.

Castlefield is an award-winning, employee-owned investment management and financial planning business, with a longstanding commitment to values-led investing

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