In this piece, Castlefield adviser Michael Owens addresses the questions he's often asked by clients - can I afford to retire and how much do you need to retire comfortably?
Castlefield Head of Engagement & Advice Rupert Lovesy explains why default pension funds might not be working as hard as you are, and some of the steps you can take to wake up to better long-term outcomes.
Higher inflation means you need more money to buy the same things. Thomas McCoy explains why high inflation should be a wake-up call for long-term savers, and how diversification can help combat some of its effects.
Castlefield Adviser Pooja Shah outlines how you can feel more confident about your finances in the face of market volatility
Castlefield Investment Analyst David Gorman introduces Italian bank UniCredit in this latest Stock Story
Lifetime ISAs (LISAs) were introduced to help people save for their first home, offering a free bonus from the government. Rupert Lovesy explains who they're for and if there's a catch to free government money.
Castlefield's David Gorman introduces AB Dynamics - the automotive testing company at the forefront of vehicle safety.
Helen Tandy explains why a Cash ISA might not be the best option if you're using the money for long-term plans and when you should consider switching to a Stocks & Shares ISA.
Ita McMahon updates on the engagement meeting with Unicredit ahead of its AGM, to better understand their fossil fuel lending and receive a progress report on plans to reduce lending to high carbon sectors.
David Gorman discusses how German technology business SAP, held in the CFP Castlefield Thoughtful European Fund, is assisting customers in making the most of AI capabilities.
Despite limited exposure to the food industry, animal welfare remains a priority for us and our clients. We recently engaged with Whitbread on its performance in the 2023 Business Benchmark on Farm Animal Welfare.
Castlefield adviser Michael Owens takes a look at the key changes announced in Rachel Reeves's Spring Statement and the impact on investors.
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