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.
A bit about Castlefield
In this video Founder John Eckersley introduces Castlefield and explains about our purpose and how we help clients (and our team) to achieve their personal goals.
He also explains the core values, present throughout Castlefield, and why we're known as the thoughtful investor ®.
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Awards & Achievements
We’re extremely proud that Castlefield has consistently been recognised for a number of awards.
Learn moreAffiliations & Memberships
Castlefield are proud to be members and signatories of a range of worthy organisations and initiatives.
Learn moreOur 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
What makes Castlefield special
We're Castlefield, an investment management and financial planning business at the forefront of sustainable and ethical investing.
This year marks our 20th anniversary. Find out from some Castlefield Co-owners as they share some of their stories about what first attracted them to Castlefield, what makes Castlefield special and why they enjoy working here.
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Insights, news and reports
Jan 24/01/2023
News
Castlefield response to FCA Sustainability Disclosure Requirements consultation
We recently submitted our response to the Financial Conduct Authority’s consultation on Sustainability Disclosure Requirements. In the interests of transparency, we’ve made our full response publicly available here.
Jan 12/01/2023
News
Castlefield signs investor statement to support lowest paid
Castlefield has joined a group of 17 long-term investors to publish an investor statement calling on UK-listed businesses to support their lowest paid employees through the cost of living crisis.
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
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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