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.
Ffion Spencer reviews the recent engagement meeting with foam manufacturer Zotefoams, held in our UK Smaller Companies fund, covering everything from emissions target validation to animal welfare.
Castlefield adviser, Helen Tandy shares her experiences of Good Money Week and explains the power of everyday financial choices in her recent blog post.
In this blog, Castlefield adviser Helen Tandy introduces a way to organise your financial affairs and explains the benefits of keeping things updated
As part of her role advising individuals about their philanthropy and charitable giving activities, Castlefield adviser, Olivia meets Jane Cabutti from the Environmental Funders Network (EFN).
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.
