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.
We met with Volex, held in the Castlefield Thoughtful UK Smaller Companies Fund, to discuss its approach to conflict minerals due diligence.
When it comes to our financial plans, we’re often underprepared for the unexpected. In this piece, Castlefield adviser Rupert Lovesy explores why protection is a vital, often overlooked part of a strong financial plan.
In this latest featured stock piece, Castlefield Investment Analyst David Gorman introduces Bloomsbury Publishing- held in our Thoughtful UK Smaller Companies Fund.
Cybercrime is no longer just a technology issue; it’s an evolving risk that affects individuals and investors alike. With this in mind, we’ve brought together some practical guidance to help you stay safe online.
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.
