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 a secure Castlefield online account 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:
Click the link below to find out more or get in touch with your usual Castlefield contact to get started.
Learn more
If you've already registered for your secure Castlefield online account, click the link below to log in, or get in touch with your usual Castlefield contact to find out more. NB: there are separate details for Ongoing Advice Service clients below.
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.
Learn more about some of the companies held within Castlefield funds, with this interactive directory of stocks.
Click the button below to find out where companies are based, what they do and why we like them - along with some of the opportunities for improvement.
Go to Stock Directory
Simon Holman provides a guided overview of the new reporting format for clients invested in Risk Profiles II, III & IV via our Thoughtful Portfolio Funds.
Please click the image to watch the video.
Investment Analyst Barney Timson discusses the shareholder resolutions we supported in the last quarter, including at Lowe’s, Lennar, Nvidia and Alphabet.
We recently engaged with Microsoft, held in the Thoughtful World Equity Fund on its performance in the World Benchmarking Alliance’s Corporate Human Rights Benchmark.
During the quarter, we engaged with two companies held in the Thoughtful UK Smaller Companies Fund. Here, Ffion Spencer talks through the engagement with Fintel and Judges Scientific.
In this piece, Ita McMahon discusses our ongoing engagement with the insurance provider, Allianz, on their role in financing fossil fuel projects and commitments to decarbonisation.
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.