Castlefield in the News - Summer 2026
It’s been a busy Summer for Castlefield, culminating in the move to a new office. This latest ‘In the news’ rounds-up some of the recent press coverage that Castlefield co-owners have contributed to or featured in, over the last few months.
As specialists in the field, we’re regularly invited to provide commentary or offer insight on a host of matters related to values-based investment and managing personal finances. You’ll see that Castlefield co-owners feature in a range of trade and consumer titles, such as NW Insider, Money Marketing, Professional Adviser, plus a Harvard Law School summary.
Alongside an awards win and recognition for our service, some of the topics covered include the gender ISA gap, collaborative engagement, excessive executive pay and “sustainable” investment funds continuing to invest in Russia.
NB: links go to external websites and some may be behind member/paywalls.
Money Marketing
Award win! We're delighted to announce that Castlefield was named 'Best ESG Provider' at the 2026 Money Marketing Awards - one of the financial services industry's most respected awards programmes.
North West Insider
Castlefield featured in the North West Business Insider as they covered our recent office move to a new Manchester HQ at The Hive.
Good With Money
Good With Money recognised Castlefield on its updated list of the 'best ethical financial advisers'.
Many people want their pension, investments and long-term plans to reflect their values, but don't always know where to start or who to trust.
Harvard Law School
Excessive executive pay remains a major concern for investors, particularly in the US where CEOs at the largest companies earn around 300 times the median worker.
We’re very proud that Castlefield’s corporate governance voting policy has been cited in a report by the US-based coalition of faith- and values-based investors, Interfaith Center on Corporate Responsibility (ICCR), on how investors are tackling the issue, and was also featured in a Harvard Law School Forum summary.
Professional Adviser
The gender ISA gap. When it comes to investing, many discussions about the gender gap focus on confidence, risk appetite or financial knowledge. But that doesn't present the whole picture.
Castlefield partner Olivia Bowen spoke with Professional Adviser about why the gender ISA gap is often shaped more by life circumstances than personal attitudes, particularly the caring responsibilities that continue to fall disproportionately on women.
In the article, Olivia explores how advisers can help clients navigate these challenges and play a vital role in closing the gap.
This piece for Professional Adviser explores whether firms are doing enough to attract the next generation of financial advisers.
Castlefield's Head of People and Improvement, Ewelina Niziołek - Wilson, shares her views with Sophia Panayi, suggesting that firms can do more to create more inclusive and flexible cultures.
We're delighted that Castlefield was announced earlier this year as one of the Best Financial Advisers to Work For.
In this digital supplement from Professional Adviser, you can find out more about the culture of some of the best firms and what sets them apart - (there's a two-page feature on Castlefield at p.18).
'They're angry about tax': Why some UK clients are looking to move away.
Tax, especially inheritance tax (IHT), is forcing clients to consider relocating, according to Blevins Franks CEO James Roberts. However, not all advisers are convinced that a mass exodus of wealth is occurring due to UK tax policies.
Will the incoming stocks and shares ISA cash interest levy impact platforms?
Castlefield's Olivia Bowen features in this Interesting piece by Sophia Panayi at Professional Adviser on the new levy due to be introduced on cash interest in stocks and shares ISAs.
Feel Good Friday: Castlefield partner expands not-for-profit refill hubs across Cheshire.
Castlefield partner and Eco Communities founder Helen Tandy has expanded her not-for-profit project Full Circle across Cheshire after less than six months.
Portfolio Adviser
Castlefield Head of Stewardship Ita McMahon discusses investor collaborations in her latest column for Portfolio Adviser.
While investor collaborations are under increasing scrutiny, Ita explores why collaborative engagement remains a powerful stewardship tool, helping investors access better data, amplify their voice and drive meaningful corporate action.
Read the case for why strength in numbers remains important and why investor collaborations matter more than ever here.
Results season brings a flurry of updates from some of the world's biggest companies, including Microsoft, Apple, Visa and Unilever.
In Portfolio Adviser's Fund Manager Diary feature, Castlefield Investment Manager James Buckley shares a behind-the-scenes look at his week, from analysing company results and supporting advisers with client conversations, to navigating market volatility and even a spot of waterskiing.
Professional Wealth Management
This is a sobering read from Professional Wealth Management (PWM), reporting on research from the University of Buckingham that shows some “sustainable” investment funds continued investing in Russia even as tanks rolled towards Ukraine’s border.
Head of Stewardship, Ita McMahon, explains how Castlefield actively engaged with global companies that had a presence in Russia at this time – providing investors with reassurance that firms were navigating the complex situation carefully by scaling back services and observing sanctions.
It’s a powerful reminder to understand what sits beneath the surface of a fund. As Ita notes, investors shouldn’t shy away from asking searching questions before they decide to invest.
Thanks, as ever, for all the PR support from the team at Share Communications.
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.