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 blog, Adviser Helen Tandy offers a few key financial areas to consider while you’re reflecting on your finances, and is a gentle reminder to get ahead and start those new year plans early.
Castlefield Investment Analyst David Gorman introduces Optima Health – a UK-based occupational health services and software provider helping organisations keep people in work and supporting better health outcomes.
Helen Tandy shares the lessons learned from our screening of the documentary X Trillion, where we explored what happens to “invisible” plastic once it leaves our hands, and why we need to talk about this more openly.
Castlefield Client Manager Efy Uke introduces the new service guide for clients of our Personal Portfolio Service to help make clients’ experience with Castlefield clearer, simple and more consistent.
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.
