Get in touch 

A good relationship starts with a conversation. We find a short call of around 15-minutes helps provide clarity of whether we may be able to help you, before we explore further options with a more in-depth consultation. Both of these are free and there's no obligation. 

Book a Complimentary 15-min Chat

We find a short call of around 15 minutes helps provide clarity of whether we may be able to help you. Please complete your details in the form above to book your complimentary 15-minute chat.

By clicking ‘submit’ you agree to our privacy notice which explains how your data will be used by Castlefield Group.

Ways we can help you:

  • Advising on pensions and retirement planning
  • Insuring your life, protecting your income against the unexpected and making sure you can afford to be cared for properly in later life
  • Advising around inheritance and arranging your affairs to  benefit loved ones
  • Philanthropy and sharing good fortune during your life
  • Helping you to invest in line with your values and make the right one-off investments
  • Establishing and managing an investment portfolio
  • Establishing tax efficient savings and investments (including ISAs)

We're proud to be an award-winning financial advice and investment business

  • Best ESG Adviser
  • PAA24 WINNER LOGO Best Adviser Firm For ESG
  • Castlefield COLWMA 2026

"We chose Castlefield for the peace of mind that it brings that we are trying to do the right thing in this important aspect of life."

Get started: Our three steps to success

Client In Hands

Clarification

A short call of around 15-minutes helps provide clarity of whether we may be able to help you,

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Consultation

We'll then explore further options with a more in-depth consultation. Both of these are free and there's no obligation. 

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Activation

We'll then activate what we agreed and help you to become a Thoughtful Investor.

Would you like to talk it through?

Please get in touch today to find out how we may be able to help you on 0161 233 4890.

​If you aren’t ready for a call, please email us at enquiries@castlefield.com and we’ll do our best to answer your questions.

We're proud affiliates of a range of worthy organisations

  • Best Buy Label Artwork
  • Principles For Responsible Investment Logo
  • Proudly Employee Owned
  • Living Wage Logo
  • GM Good Employment Charter Logo