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.

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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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Meet Our Team

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

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

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.

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Jan 12/01/2023

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. 

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Oct 13/10/2022

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

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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