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The Hive,
51 Lever Street,
Manchester,
M1 1FN
Learn more about our new office, when we're due to be moving in and why we're moving, here.
Map source: OpenStreetMap
In this short video, Castlefield founder John Eckersley introduces the concept of the Thoughtful Investor ®.
Click the image to watch now.
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.
Click the link to get going with the Castlefield app, and start your journey to being a Thoughtful Investor
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.
Find out moreAt 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
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:
Click the link below to find out more about the Castlefield Secure Portal and App.
Find out more
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.
Download brochureWe 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
Learn more about our range of thoughtful investment funds and access them directly
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 InvestingWe're delighted to launch the Sustainability Report for our Thoughtful Growth Portfolio Fund, including information about the Fund’s Sustainability Approach and how it performs in relation to Sustainability Metrics.
Some of the topics covered in the Spring 2026 update include upcoming inheritance tax changes, the role of AI in financial advice, building an ethical Isa and Castlefield’s approach to CEO pay.
Topics in the Summer 2025 "In the News" include the ethics of AI, how charitable giving could impact on inheritance tax, and views around a potential wealth tax. There's also studio recording for Asset TV.
As part of our ongoing commitment to climate action, we contributed to the Science Based Targets initiative (SBTi) consultation on Version 2 of the Corporate Net-Zero Standard.
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