Helping you prepare for the journey of a lifetime

Research shows that people who receive professional financial advice are more confident, worry less and are better prepared for the future. They're also on average £47,000 better off.*

Download your complimentary copy of the Thoughtful Investor's Retirement Blueprint to see how you can plan for the retirement you want.

Thoughtful Investor's Guide to Retirement

Clients contact us for all sorts of reasons; from planning for retirement, funding care costs in later life, investing ethically or gaining confidence after receiving a lump sum. 

Use the link above to get your complimentary copy of our Thoughtful Investor's Guide to Retirement and find out more about how our ethical financial advice could help you.

We're proud to be an award-winning financial advice and investment business

  • Paawards24 Winner Social Tile Best Adviser Firm For ESG
  • Best ESG Adviser
  • Colwma Nomine 2023

Would you like to talk it through?

A good relationship starts with a conversation. We find a short call of around 15-minutes helps provide clarity of whether we may be able to help you, before we explore further options with a more in-depth consultation. Both of these are free and there's no obligation. 

Please get in touch today to find out how we may be able to help you on 0161 233 4890.

​If you aren’t ready for a call, please email us at enquiries@castlefield.com or use the form below and we’ll do our best to answer your questions.

Get in touch today

By clicking ‘submit’ you agree to our privacy notice which explains how your data will be used by Castlefield Group.

From modest beginnings to early retirement, learn how these clients built a strong financial future by staying committed to ethical investing and smart saving.

How can we help you today?

One common interest that most Castlefield clients share is being mindful of the impact their money is having on the world. Below are some of the typical ways Castlefield's ethical financial planning and advice service could help you.

Ways we can help you:

  • Helping you to invest ethically and make the right one-off investments
  • Establishing and managing an investment portfolio
  • Establishing tax efficient savings and investments (including ISAs)
  • Advising on pensions and retirement planning
  • Insuring your life, protecting your income against the unexpected and making sure you can afford to be cared for properly in later life
  • Advising around inheritance and arranging your affairs to  benefit loved ones
  • Philanthropy and sharing good fortune during your life

Learn more by downloading your complimentary Value of Advice guide at the link above.

We've worked with Castlefield for over 10 years and have found it to be a reassuring experience, even when the markets misbehave.

We're proud affiliates of a range of worthy organisations

  • Best Buy Label Artwork
  • Principles For Responsible Investment Logo
  • Proudly Employee Owned
  • Living Wage Logo
  • GM Good Employment Charter Logo

*Source: ILC, What it's worth - Revisiting the value of financial advice, December 2019