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.
Assistant Client Manager
Portfolio Implementation SpecialistMA (Hons), IMC
Client Services SpecialistB Com
Assistant Financial PlannerBSc (Hons), ACSI, DipPFS
Client Services Manager
Partner, Head of Investment ManagementMChem (Hons), Chartered MCSI, CFA
Partner, Head of Client ManagementChartered Financial Planner, BA (Hons), APFS
Client AdviserCFP™, MCSI
Risk & Compliance ManagerDipPFS, CertPFS (securities)
Assistant Client ManagerBA (Hons)
Marketing ManagerMSc, Chartered MCIM
IT Manager
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