Castlefield is an employee-owned financial advice and investment management business that values people and potential. We know that our Co-owners (we don't call each other employees or staff!) are our most valuable asset. We look to hire people who share our values to create a working environment that brings out the best in everyone.

Who we are

We're an award-winning, employee-owned investment management and financial planning business, with a reputation for being at the forefront of ethical and sustainable investing. 

Why we're here

Castlefield exists to help clients and colleagues to achieve their personal goals, whilst promoting and supporting the welfare of the widest community of stakeholders. In short, we gather assets to do good.

Our people are qualified, knowledgeable professionals, who care about the world around them. We aim to create a unique culture of respect and responsibility, where independence encourages innovation.

Why we're unique

We’re unique because we:

  • have a comprehensive offer for all financial needs
  • listen carefully to understand our clients’ objectives and work creatively to fulfil them 
  • offer a truly personal service where we aim to get to know our clients as individuals
  • are able to create an extraordinary internal culture of kindness, respect and determination, with every employee recognised as a "co-owner" of their own business
  • are connected to our local community
  • stay true to our purpose – it‘s why we are in business together
Rosette Blk

Best Financial Advisers To Work For (4 Years)

Hands Group Blk

72% of Co-owners with Castlefield 3 years +

Growth Blk

91% Independent Engagement Survey Score

“Being an employee-owned business gives us the chance truly to influence our own destiny and be in control of how the business develops."

"Importantly every one of us is empowered to make suggestions and come forward with ways to improve how we work.”

Ewelina Niziolek-Wilson


Benefits of working at Castlefield

There are a number of benefits to working at Castlefield. Alongside a vibrant and inclusive culture these include the opportunity to become a part-owner in the business, increasing number of annual leave entitlement and development opportunities through the Castlefield Academy - our internal learning and development training programmes.

We're proud affiliates of a range of worthy organisations

Life at Castlefield

Castlefield wouldn’t be where it is now if it wasn’t for our people. It’s what makes us unique – having a truly shared set of values and one common purpose.

Our co-owners and new starters have the opportunity to do what they do best when they are at work, get inspired and be excited coming to work.

Hear what some of our co-owners said about Life at Castlefield in this short video

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