As we aim to be a responsible, ethical and thoughtful organisation it seems natural to us that, as information and communication technologies (ICT) continue to develop, we embrace the opportunities we’re presented with to improve the quality, security and efficiency of the service we offer you, our client. If this can help to reduce the harmful impact on our precious environment too, then why wouldn’t we do so?

As a consequence, we’re committed to encouraging and supporting the use of a carefully selected suite of technologies, to communicate with you, store your personal data and exchange information between us. This is typically via providing you with access to a core secure ‘portal’, sometimes used alongside a related means of seeking your approval electronically to necessary documents.

We urge you to use it if you need help of any kind or feel uncertain about the nature or security of the processes being deployed. Rest assured, there’s a human being waiting for you to get in touch and available to speak to you, on request. See below for contact information. 

Castlefield Client Advice

Client Advice Portal

If you’re currently taking advantage of our Ongoing Advice Service, utilising our Personal Finance Portal (PFP), then to login;


The PFP gives you an invaluable tool via which you can view your own financial information and interact with your client manager and adviser via a secure, online 'portal'. You can use many types of device to login such as a desktop computer, laptop, mobile phone or tablet, with access available 24/7.

If you need help you can contact us on


Investment Management

Premium Portfolio Service & Managed Portfolio Service

If you’re exclusively taking advantage of one of the above personal portfolio services, then access to the following is available. You should already have been provided with the necessary login details.

If you need help with the below portal, you can contact us on

Investment Management client portal

To access the investment management portal and view your portfolio please: CLICK HERE

Watch this short guide to using the investor portal


Virtual Cabinet (VC) Portal

To access secure documents you have been sent please: CLICK HERE

Note that all documents shared with you via the VC Portal are removed from the portal three months after they’ve been published. Assuming you wish to have access to a copy after three months you should make sure that you download a copy to your own computer within this three month period. However, we do retain the documents for our own records so if you occasionally find that you need any particular document republishing then it’s just a matter of letting us know.


The financial services sector has long relied on the use of printed, posted and signed paperwork, often involving a tradition of one or more face-to-face meetings. Whilst we’re great believers in the ‘personal touch’ we’re also very keen to minimise the generation of unnecessary, harmful carbon emissions, which is the inevitable result of producing and transporting paper, not to mention the additional impact of transporting people. Of importance too, is the fact that we know that relying on paper can lead to unnecessary delay and introduces potential inaccuracies in collating and transcribing important and sensitive private data. Quite simply, what starts life on paper always ends up being stored electronically these days, so we’d prefer to reduce the number of steps involved in the process. Not forgetting for one moment that the sensitive personal information carried on paper, can still easily be intercepted during its physical journey and then all too easily be illegally utilised.

Whilst we aim to be as easy as possible to deal with day-to-day, we have absolutely no desire to reduce the value or prominence of inter-personal relationships, which we know our clients place a high value on. The appropriate use of the latest and easy to use video conferencing  technologies has been seen to enhance many relationships. 

We hope you feel able to join us on our journey of improving the efficiency and security of our business, whilst also enhancing the service and experience you receive as our client.