Career Development

Career Development

We believe that you should have the opportunity to develop and grow during your time with Castlefield. For this reason, you’ll be able to take advantage of our Training and Development program, delivered by the Castlefield Academy. We’ll agree a plan with you to ensure your continuous professional development and then commit to covering the cost of the agreed training, examinations and/or courses, together with related expenses.

Castlefield Academy

The Academy creates clear and transparent career pathways for all teams in the business. We believe that all those who share the Castlefield values and purpose and develop their technical and interpersonal skills can move up within the ‘hive’.

We have successfully launched a ‘Lunch and Learn’ initiative where we organise a number of topical seminars with internal and external guests covering a wide range of topics. All co-owners are invited to come along with their lunches to listen to topics ranging from ‘Basics of Retirement Planning’ to ‘Gold Mining in Colombia’!

Continuing Professional Development (CPD)

Whether you work in Investment Management, Financial Advice, Compliance, Finance or any other department, we want to ensure we help you to be the best at what you do. It’s therefore paramount that we provide you with a dedicated time in which you can focus on yourself and your development. We want all our co-owners to have at least 35 hours of CPD time recorded every year.

Each co-owner also has access to over 100 eLearning modules and a number of events and seminars that take place in and around Manchester, which are accessible and relevant CPD options.

Our Manchester hub is buzzing with people exchanging ideas, learning from each other, talking about revision, past papers and attending workshops.

Life at Castlefield - The Thoughtful Investor

We worked with The Chase Films to create our own short film, giving a glimpse into life working at Castlefield.

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Insights, news and reports

Jun 11/06/2026
CORE

Client Corner - Charlie Baker

Castlefield adviser Tom McCoy was recently in conversation with one of our clients, Charlie Baker, about his upcoming cycling challenge and fundraiser in of aid of the charity Asylum Speakers.

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May 12/05/2026
CORE

Co-Owner Close Up: Joe Kelly

In this co-owner close-up, Joe Kelly shares how building strong client relationships and supporting the firm's Thoughtful Investor approach are central to his role.

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Mar 23/03/2026
CORE

Client Corner – Rachel Taylor

Castlefield adviser Olivia Bowen was recently in conversation with one of our clients, Rachel Taylor, about her work as Executive Director at the charity Every Casualty Counts.

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Feb 23/02/2026
CORE

Co-owner close up: Barney Timson

Analyst Barney Timson shares insights into his role in the Investment Management team, supporting research and stewardship to meet clients’ financial and ethical goals, and reflects on life at an employee-owned firm.

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