Castlefield is an award-winning, employee-owned investment management and financial planning business, with a longstanding commitment to values-led investing

We have moved!

Castlefield has relocated our office to: 

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

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

  • PAA24 WINNER LOGO Best Adviser Firm For ESG
  • Best Buy Label Artwork
  • Castlefield COLWMA 2026

Castlefield - the Thoughtful Investor ®

In this short video, Castlefield founder John Eckersley introduces the concept of the Thoughtful Investor ®. 

Click the image to watch now.

Get your Castlefield journey started today

Click the link to get going with the Castlefield app, and start your journey to being a Thoughtful Investor

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Financial Planning

From planning your retirement to managing your investments, or life insurance and inheritance planning, 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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Trustworthy & Professional

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.

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Growth Blk

Investing thoughtfully for over two decades

Structure Blk

Genuinely rigorous and authentic approach

Expert Team Black

Proudly employee-owned

We're proud affiliates of a range of worthy organisations

  • Dc Badge1
  • Principles For Responsible Investment Logo
  • Proudly Employee Owned
  • Living Wage Logo
  • GM Good Employment Charter Logo
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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 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
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Find out more about corporate sustainability at Castlefield and how we evidence our sustainable approach to net zero

What is 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.

What is Ethical Investing

Insights, news and reports

Oct 12/10/2026
News

Castlefield partners with VouchedFor to gather independent client feedback

Castlefield has partnered with independent client feedback platform, VouchedFor, to gather valuable feedback from the people who matter most: our clients.

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Oct 12/10/2026
News

Castlefield appoints Matt Ralph as Chief Executive Officer

Castlefield confirms that Matt Ralph has assumed the role of Chief Executive Officer

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Oct 05/10/2026
News

Castlefield launches enhanced employee benefits package shaped by employee-owner feedback

Castlefield has launched an enhanced employee value proposition following an engagement survey and feedback programme involving colleagues across the business.

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Sep 23/09/2026
News

Castlefield in the News - Summer 2026

Topics covered in this round-up of recent press coverage include the gender ISA gap, collaborative engagement, excessive executive pay and “sustainable” investment funds continuing to invest in Russia.

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Cyber Essentials Plus

Castlefield complies with the requirements of the Cyber Essentials Plus Scheme, an effective, government backed scheme that protects against the most common cyber attacks.