Find out more about our sustainable fund range
Learn more about our range of sustainable investment funds and access them directly
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.
Learn moreInvestment 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.
Learn moreWe're proud affiliates of a range of worthy organisations
Genuinely rigorous and authentic approach
Committed team of approx. 70 co-owners
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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 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 OwnershipHistory 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
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.
Sep 01/09/2023
News
Two new senior appointments at Castlefield
We're delighted to welcome James Buckley and Bronwyn Riley to the Castlefield team. James joins as Lead Manager of the CFP Castlefield Sustainable European Fund while Bronwyn joins as Client Manager.
Aug 07/08/2023
News
Castlefield In The News - Summer 2023
Castlefield Co-owners are frequently approached to feature within industry publications and the press. Here we summarise some of our recent press coverage from over Summer 2023, with links to the original articles.
May 04/05/2023
News
Latest Annual Stewardship Report Published
The Annual Stewardship report 2022 is a comprehensive assessment for the last full calendar year- detailing our Thoughtful Investment approach, Impact Reporting, Stewardship, Engagement, Case Studies and Voting Activity
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