Access your secure online Castlefield account

Register For an Account

To get started with your Castlefield journey, please click the button below and register for your Secure Account using the PIN 12345.

Register here

Already registered?

If you've already registered your online account please click below to log in or get in touch with your usual Castlefield contact to find out more.

Log in here
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View and manage your investments

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Communicate securely with your Castlefield team

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Access your info when you need it 24/7 from any device

The Castlefield App adds a little extra reassurance that your finances are under control"

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Download the Castlefield App

The Castlefield Secure Portal can be accessed from any device. Simply go to the app store/playstore or wherever you usually access your apps, and search for the 'Castlefield' App.

Look for the Castlefield logo and you should be able to find it in the financial apps.

From there you can install it and get set up on any tablet or mobile device.

 

Ongoing Advice Service Clients

Personal Finance Portal 

If you’re currently taking advantage of our Ongoing Advice Service, utilising our Personal Finance Portal (PFP), then to login;

Guide to using the Personal Finance Portal

If you need help with PFP please contact us on pfphelp@castlefield.com.

How to login in to your account and reset your password