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.
Blog
Engagement Update with Unicredit
April 25/04/2025
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.
Castlefield Stock Story - SAP
April 24/04/2025
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.
Engaging on animal welfare with Whitbread
April 21/04/2025
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.
Spring Statement Review
April 01/04/2025
Castlefield adviser Michael Owens takes a look at the key changes announced in Rachel Reeves's Spring Statement and the impact on investors.
Castlefield Stock Story - Sanofi
March 20/03/2025
In this stock feature David Gorman introduces Sanofi - the global pharmaceuticals company with a strong environmental agenda, rated by The Access to Medicine Foundation as one of the best drug companies in the world.
Demographic change - the 4 2 1 problem
March 19/03/2025
We live in an ageing society and demographic change is influencing the global economy. David Gorman looks at the impacts of demographic change, exploring some of the sectors that may benefit from an ageing population.
Castlefield Stock Story - Cairn Homes
March 18/03/2025
Castlefield Fund Manager James Buckley introduces Cairn Homes, the Irish housebuilder that’s working to develop a more sustainable way to deliver housing in Ireland.
The rules surrounding topping up your national insurance contributions (which can affect your state pension) change in April. Thomas McCoy explains what you need to do.
Guide to Individual Savings Accounts (ISAs) and how they could help with your end of year tax planning
March 06/03/2025
In this blog, Castlefield adviser Olivia Bowen explores some of the different types of Individual Savings Accounts (ISAs), who they’re suitable for, and how you can use them for your end of tax year planning.
Do I need to make a will?
March 03/03/2025
Research suggests that more than half of UK adults do not have a will. But why is making a Will so important, and do you really need one? Michael Owens explains more.
