Castlefield in the News- Spring 2026
The latest ‘In the news’ features some of the recent press coverage that Castlefield co-owners have contributed to or featured in, over the last few months - with publications such as FT Adviser, Professional Adviser and The Times.
Castlefield co-owners are regularly invited by the press and trade publications to provide commentary or offer insight on a host of matters related to ethical investment and managing personal finances. Our regular 'In the News' feature provides a summary of recent coverage.
Alongside two recent awards from Professional Adviser (which we're very proud to receive), some of the topics covered in the Spring 2026 piece include upcoming inheritance tax changes, the role of AI in financial advice, building an ethical Isa and Castlefield’s approach to CEO pay.
NB: links go to external websites and some may be behind member/paywalls.
Financial Times
Olivia Bowen was featured in a recent Financial Times article, discussing "Is it ever right to give one child more money than another?"
FT Adviser
In this piece for FT Adviser, Castlefield partner Poojah Shah shares her views on behavioural vulnerability and the role of AI in financial advice. Poojah also shares how Castlefield is 'thoughtfully' considering AI tools to spot early behavioural shifts, while ensuring technology supports - rather than replaces - human judgement.
More families are reviewing their estate planning options due to changes to pensions and inheritance tax (IHT). Adviser Olivia Bowen shares how gifting to charity can help reduce IHT, in this piece for FT Adviser.
Professional Adviser
Castlefield founder John Eckersley and Head of Client Management Matt Ralph were interviewed by Professional Adviser to discuss what it means to be a 'thoughtful investor' and flexibility for financial planning clients.
With changes to IHT coming into effect in April next year, many people are reassessing how their pensions will be passed on. In this article for Professional Adviser, Pooja Shah looks ahead to the upcoming Inheritance Tax changes and shares her views on using pensions to support charities.
Professional Adviser Awards
Castlefield is proud to announce that we have been named the ‘Best Adviser Firm for ESG’ at the Professional Adviser Awards 2026.
The 2026 list was unveiled at this year’s awards, where Castlefield was also named as one of the ‘Best Financial Advisers to Work For’, for the fifth consecutive year.
The Times
Olivia Bowen was featured in The Times discussing "What you should know about building an ethical ISA in 2026".
PA Future
When voting on executive compensation schemes, ethical investors often need to ask how much pay is too much - considering fairness in pay across the workforce and the impact of excessive pay on social inequality. Head of Stewardship Ita McMahon and Investment Analyst Barney Timson discuss our approach to CEO pay in this latest feature in PA Future.
AJ Bell Money Matters
Adviser Olivia Bowen sat down with Danni Lawson and Laura Suter for AJ Bell's Money Matters podcast to talk about why everyone needs a will, as well as inheritance tax and engaging your family.
Written by Olivia Shields
The information and opinions contained in this article do not constitute advice or a recommendation nor an offer to buy or sell any security or other financial instrument.
With investment, capital is at risk.