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.
Recent attacks on M&S and the Co-op highlight the growing threat of cybercrime. David Gorman introduces Manchester-based NCC Group who are working hard to combat it.
In this piece, Castlefield adviser Michael Owens addresses the questions he's often asked by clients - can I afford to retire and how much do you need to retire comfortably?
Castlefield Head of Engagement & Advice Rupert Lovesy explains why default pension funds might not be working as hard as you are, and some of the steps you can take to wake up to better long-term outcomes.
Higher inflation means you need more money to buy the same things. Thomas McCoy explains why high inflation should be a wake-up call for long-term savers, and how diversification can help combat some of its effects.
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.
