Here at Castlefield we act as a trusted investment manager and financial adviser for individuals and organisations who seek to make a world of difference. We pursue an outcome where business is seen within the context of environmental, ecological and social impacts.

Who we are

We're an employee-owned investment management and financial planning business, with a reputation for being at the forefront of ethical and sustainable investing. That means we pursue an outcome where business is seen within the context of environmental, ecological and social impacts. 

We aim to create a unique culture of respect and responsibility, where independence encourages innovation. We have created consistent and transparent career pathways for each function within our business that focus not only on technical knowledge but also on developing soft skills.

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

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.

We believe that in a Corporate Social Responsibility (CSR) context, we must remember that it’s just as important how we all earn the money, as the way in which it’s ultimately distributed.

We're proud affiliates of a range of worthy organisations

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. 

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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