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

The Castlefield way

We're an investment management and financial planning business with a reputation for being at the forefront of ethical and sustainable investing.

We adopt a unique approach to looking after money, using it to make a difference in the world. In this video Castlefield founder John Eckersley explains how the company was formed 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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We're proud affiliates of a range of worthy organisations

Growth Blk

Investing sustainably for the long-term

Align Black

Helping over 50 Charity clients

Hands Group Blk

Part-owned by a charitable organisation

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

Feb 09/02/2024

Encouraging environmental impact data through the CDP non-disclosure campaign

Castlefield participated in the CDP non-disclosure campaign for the third consecutive year, encouraging six companies to disclose their environmental impact data.

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Dec 20/12/2023

Castlefield In The News - Winter 2023

This latest ‘In the news’ feature provides a summary of some recent interviews, opinion pieces and press coverage we’ve featured in over Autumn and Winter 2023, with links to the original articles.

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Nov 30/11/2023

Castlefield becomes founding member of AdviserAction

Castlefield has become a founding member of AdviserAction - a group of advice firms looking to influence the sustainable policies of investee companies.

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Oct 11/10/2023

Castlefield Funds Sustainability Review 2023

The Castlefield Funds Sustainability Review 2023 includes an independent analysis of the ESG performance of our sustainable fund range and includes specific case examples of holdings and our positive investment themes.

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