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.

The Castlefield way

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. 

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

Insights, news and reports

Jul 18/07/2022

Castlefield supports CCLA Corporate Mental Health Benchmark UK 100

Castlefield is pleased to support the CCLA Corporate Mental Health Benchmark UK 100, designed to improve transparency, disclosure and reporting on workplace mental health by providing a clear framework for businesses.

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Jul 12/07/2022

Castlefield announces new non-executive director appointment

Castlefield is pleased to announce the appointment of Carol Lawson as a new non-executive director. Carol will be joining the board of ConBrio Fund Partners Limited, the group's Authorised Corporate Director (“ACD”).

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Jul 04/07/2022

Castlefield announces Amelia Overd as co-manager on two sustainable investment funds

Castlefield announces Amelia Overd as co-manager on two sustainable investment funds. Amelia will be formally joining Simon Holman as co-manager of the CFP Portfolio Fund Range.

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Jun 17/06/2022

Castlefield celebrates 20th anniversary with further growth on the menu

Castlefield, the employee-owned financial and investment management business based in Manchester, is aiming to continue its growth as it celebrates 20 years of sustainable and ethical investing.

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