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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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

Sep 01/09/2023

Two new senior appointments at Castlefield

We're delighted to welcome James Buckley and Bronwyn Riley to the Castlefield team. James joins as Lead Manager of the CFP Castlefield Sustainable European Fund while Bronwyn joins as Client Manager.

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Aug 07/08/2023

Castlefield In The News - Summer 2023

Castlefield Co-owners are frequently approached to feature within industry publications and the press. Here we summarise some of our recent press coverage from over Summer 2023, with links to the original articles.

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May 04/05/2023

Latest Annual Stewardship Report Published

The Annual Stewardship report 2022 is a comprehensive assessment for the last full calendar year- detailing our Thoughtful Investment approach, Impact Reporting, Stewardship, Engagement, Case Studies and Voting Activity

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Apr 21/04/2023

Castlefield Partner invited to join ESG Committee

Castlefield Partner Ita McMahon has been invited to join the ESG Clarity Committee – an independent steering group for the editorial team at leading financial publication ESG Clarity.

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