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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Financial Advice

From planning your retirement to managing your investments, from life insurance to inheritance planning for your family, it’s important to get the expert guidance that’s right for you.

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Investment Management

Together, we’ll do our best to make sure that your investments always reflect your personal investment objectives, your tolerance for risk and your wider beliefs and concerns.

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We're proud affiliates of a range of worthy organisations

Growth Blk

Investing sustainably for over two decades

Structure Blk

Genuinely rigorous and authentic approach

Expert Team Black

A committed team of over 50 co-owners

Philanthropy

A growing theme amongst our clients is a desire to ‘make a difference’. Not just in ensuring that their money is invested in line with their personal values, but also in formalising approaches to sharing their good fortune with others.

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I STARTED OUT BY THINKING ABOUT THE POSITIVE EFFECT MY GIVING WAS TO HAVE ON OTHER PEOPLE BUT QUICKLY REALISED THAT IT ACTUALLY HAD AN IMMENSELY POSITIVE IMPACT ON ME.

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
News

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
News

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
News

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
News

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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