Castlefield
Stay up to date with all the latest Castlefield company news, blogs, events and videos. Our CORE includes an internal perspective on the Castlefield culture and insights from Co-owners.
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We're Castlefield, an investment management and financial planning business with a reputation for being at the forefront of responsible ethical investing.
Client Billing ManagerFinancial Planning Certificate (FPC)
Executive, ACD OperationsBSc (Hons), MSc
Business Support Assistant
Assistant Investment AnalystBSc (Hons), MSc, IMC
Assistant Company SecretaryBA (Hons), BSc (Hons), Chartered ALFBF, LIBF, DipFA, CeMap
Graphic Design SpecialistBA (Hons)
Client Services SpecialistBSc (Hons), PGCE
Portfolio Implementation ManagerIMC
Partner, Investment ManagementBSc (Hons), IMC, Chartered MCSI, CFA
Investment AnalystMA (Hons), MBA, Chartered MCSI
Management AccountantMAAT – Association of Accounting Technician
Manager, Client Management
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