We’re an award-winning, employee-owned investment management and financial planning group that's part-owned by a grant-making charitable foundation.
We have moved!
Castlefield has relocated our office to:
The Hive,
51 Lever Street,
Manchester,
M1 1FN
Learn more about our new office, and the rationale behind our move here.
Map source: OpenStreetMap
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 investment management 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’"
72% of Co-owners with Castlefield 3 years +
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 ®.
Play Video
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 more
What makes Castlefield special
We believe Castlefield is a special place to work. Here are some of the reasons why...
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 RoadmapWe're proud affiliates of a range of worthy organisations
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 OwnershipWe're proud to be an award-winning financial planning and investment business
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.
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
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.
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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