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Castlefield

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    Stay up to date with all the latest Castlefield company news, blogs, events and videos. Our CORE includes an internal perspective on the Castlefield culture and insights from Co-owners.

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    About Us

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

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We gather assets to do good And make a world of difference

As an employee-owned organisation Castlefield exists to help clients and colleagues to achieve their personal goals, whilst promoting and supporting the welfare of the widest community of stakeholders.

We’re an award-winning, employee-owned ethical investment and advice group that is part-owned by a grant-making charitable foundation.

The Castlefield story began in 2002, when a small team of colleagues decided to found a business that could provide a truly personal service.

From day one, we wanted to be a business with clients at its centre and one that could also give all colleagues the chance to share in its future.

Over the last twenty years, we’ve grown and joined forces with two very well-established ethical advice businesses.

Today, we're an award-winning, employee-owned ethical investment and advice group that's part-owned by a grant-making charitable foundation.

We can quite confidently say we’re "the most firmly established ethically focused advice business in the UK’"

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Proudly employee-owned

Growth Blk

72% of Co-owners with Castlefield 3 years +

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Committed to achieve Net Zero by 2030

Castlefield - the Thoughtful Investor ®

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

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Awards & Achievements

We’re extremely proud that Castlefield has consistently been recognised for a number of awards.

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Affiliations & Memberships

Castlefield are proud to be members and signatories of a range of worthy organisations and initiatives.

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Find out more about corporate sustainability at Castlefield and how we evidence our sustainable approach to net zero

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What makes Castlefield special

We believe Castlefield is a special place to work. Here are some of the reasons why...

Employee Owned

Castlefield is proud to be an employee-owned business. We believe this creates a culture of shared accountability, greater commitment and encourages a longer-term outlook.

Find out about Employee Ownership

Diverse colleagues

We’re pleased to have been recognised for our diversity and are proud members and affiliates of a range of organisations around this.

These include the Women in Finance Charter, Good Business Charter, and we're committed to the Disability Confident and Age-friendly employer schemes. 

 

Find out about diversity at Castlefield

Committed to Net Zero

We also deeply care about our planet. In December 2021, Castlefield announced its net zero policy, with commitments to achieving net zero in our own operations and supply chain, along with achieving net zero in our investment portfolio.

We commit to making our own operations and supply chain net zero by 2030 and we aim to achieve net zero in our investment portfolio by 2040.

Learn about Castlefield's commitment to Net Zero

View our Net Zero Roadmap

Our net zero roadmap was produced in partnership with independent consultants, Positive Planet. This report provides an outline of why we're taking action and gives a breakdown of our current baseline emissions, together with our net zero targets. The data is then used to identify the roadmap of steps we're committed to take, in order to achieve our net zero targets.

You can download a copy of the report at the link below.

Castlefield Net Zero Roadmap

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

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

  • PAA24 WINNER LOGO Bfatwf Castlefield
  • Best ESG Adviser
  • Colwma Nomine 2023
Find out more

Insights, news and reports

Apr 30/04/2025
News

Launch of latest Annual Stewardship Report

We're delighted to publish the latest Annual Stewardship Report for 2024.

Read more
 
Jan 13/01/2025
News

Castlefield in the news - Winter 2024

This latest ‘In the news’ piece provides a summary of recent press coverage, covering topics such as the UN’s climate conference COP29, the Autumn budget, new sustainable investment and moustaches!

Read more
 
Dec 02/12/2024
News

Castlefield renames fund range adopting Thoughtful title

In response to the FCA’s Sustainability Disclosure Requirements (“SDR”), Castlefield will be re-naming its ‘Sustainable’ fund range as ‘Thoughtful’ from 2 December 2024.

Read more
 
Oct 14/10/2024
News

Castlefield joins Employee Race to Zero challenge

Castlefield is delighted to have joined the Giki Employee Race to Zero challenge – a two-week long sustainability competition for SMEs.

Read more
 


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Castlefield
Copyright © 2024 Castlefield. All rights reserved. Castlefield Investment Partners LLP (CIP) is authorised and regulated by the Financial Conduct Authority (FCA) No. 432488. Registered in England and Wales No. OC302833. Castlefield is a trading name, registered trademark and the property of Castlefield Partners Limited (CPL). Registered in England and Wales No. 06942320. Registered Office for CIP & CPL is 111 Piccadilly, Manchester, M1 2HY, United Kingdom. Part of the Castlefield employee-owned group. Member of the Employee Ownership Association.
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