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’"

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

Align Black

A committed team of over 50 Co-owners

Growth Blk

72% of Co-owners with Castlefield 3 years +

Hands Group Blk

Committed to achieve Net Zero by 2030

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.

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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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What makes Castlefield special

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

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

Insights, news and reports

Mar 08/03/2024

Castlefield funds launch on ethical investment platform The Big Exchange

The Castlefield equity fund range is now available on award-winning ethical investment platform The Big Exchange

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Mar 01/03/2024

Castlefield awarded CISI Chartered Firm Status

Castlefield has officially been awarded CISI Chartered Firm™ status by the Chartered Institute for Securities & Investment (CISI).

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Feb 09/02/2024

Encouraging environmental impact data through the CDP non-disclosure campaign

Castlefield participated in the CDP non-disclosure campaign for the third consecutive year, encouraging six companies to disclose their environmental impact data.

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Dec 20/12/2023

Castlefield In The News - Winter 2023

This latest ‘In the news’ feature provides a summary of some recent interviews, opinion pieces and press coverage we’ve featured in over Autumn and Winter 2023, with links to the original articles.

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