Keeping your information secure
We’re committed to improve the quality, security and efficiency of the service we offer you. You'll be able to view all your finances securely in one place, 24/7 on any web-enabled device or smartphone - such as a desktop computer, laptop, mobile phone or tablet.
You'll also be able to communicate with us, store your personal data and exchange information between us in a secure way. Further details for these are included below.
With the Castlefield app you'll have complete peace of mind for your finances, as you'll be able to see all of your finances organised and updated in one place. Additionally you can:
Get in touch with your usual Castlefield contact to get started with the Castlefield app or call 0161 233 4890.
If you've already registered for the New Castlefield portal & app, click here to login. Or get in touch with your usual Castlefield contact to find out more.
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.
In this short video, Simon Holman provides a walk-through of the new reporting for clients in our Risk Profiles II and IV who are invested in our Thoughtful Portfolio Funds.
Please click the image to watch the video.
An inheritance can provide tremendous opportunity, yet it’s likely that it has arrived during a difficult time. In this guide, Rupert Lovesy sets out a framework to help you make the most of your new financial situation.
In this Castlefield featured stock piece, David Gorman introduces Alphabet Inc, the American multinational technology giant and parent holding company of Google, held in our TM Castlefield Thoughtful World Equity Fund.
We asked co-owners to share the climate and environment books that have influenced them most, and why. These are some of the titles that have sparked conversations and inspired action across our team.
With tax year end approaching, Castlefield adviser Helen Tandy explains how simple, well-timed moves — from using your ISA allowance to reviewing excess cash — can cut tax and help your money work harder.
This report demonstrates the importance of active stewardship and engagement at Castlefield, and goes some way to explain why we are known as The Thoughtful Investor ®.
You'll find details of our Thoughtful Investment approach and a comprehensive assessment of our stewardship activities, including collaborative engagement projects, voting activity and broad range of case studies during the prior twelve months.
Download annual stewardship reportIt looks like you've landed on one of our pages without choosing your user profile. Please select one of the options below to continue.
