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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Growth Blk

Investing sustainably for over two decades

Structure Blk

Genuinely rigorous and authentic approach

Expert Team Black

Committed team of approx. 70 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.

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

Oct 13/10/2022
News

Castlefield and investor coalition deliver letter to government urging clearer Net Zero plan

Castlefield and a coalition of investors, delivered a joint letter to the Chancellor of the Exchequer, urging the Government to set out a clear ‘Net Zero Investment Plan’ as part of its Green Finance Strategy

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Oct 04/10/2022
News

10 years of the Castlefield Model Portfolios

As well as Castlefield’s 20th anniversary, 2022 marks the 10th anniversary of the launch of the Castlefield model portfolios.

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Jul 18/07/2022
News

Castlefield supports CCLA Corporate Mental Health Benchmark UK 100

Castlefield is pleased to support the CCLA Corporate Mental Health Benchmark UK 100, designed to improve transparency, disclosure and reporting on workplace mental health by providing a clear framework for businesses.

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Jul 12/07/2022
News

Castlefield announces new non-executive director appointment

Castlefield is pleased to announce the appointment of Carol Lawson as a new non-executive director. Carol will be joining the board of ConBrio Fund Partners Limited, the group's Authorised Corporate Director (“ACD”).

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