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.
Learn moreAffiliations & Memberships
Castlefield are proud to be members and signatories of a range of worthy organisations and initiatives.
Learn moreOur 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
News
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.
Aug 07/08/2023
News
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.
May 04/05/2023
News
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
Apr 21/04/2023
News
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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