For over twenty years Castlefield has been trusted by clients to manage their investments in line with their values.

Our investment management service combines the knowledge of an expert team of investment professionals with a distinctly authentic approach - which we call the Thoughtful Investor Approach.

We'll help you find the right investment management service to realise your long term financial goals, without compromising on your values. 

Thoughtful Investor ® Approach

Our proprietary Thoughtful Investor® Approach is an integrated investment process considering financial and non-financial factors. 

Castlefield Founder John Eckersley explains how our approach integrates three important elements to meet the needs and values of our clients. 

Click the image to watch now.

Interactive stock directory

Learn more about some of the companies held within Castlefield funds, with this interactive directory of stocks.

Click the button below to find out where companies are based, what they do and why we like them - along with some of the opportunities for improvement.

Go to Stock Directory

Get your Castlefield journey started today

Click the link to get going with the Castlefield app, and start your journey to being a Thoughtful Investor

Get Started

 

Book a Complementary 15-min Chat

Please complete your details in the form above to book your complementary 15-min chat.

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

 

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

  • Paawards24 Winner Social Tile Best Adviser Firm For ESG
  • Best ESG Adviser
  • Castlefield COLWMA 2026

Castlefield - the Thoughtful Investor ®

In this short video, Castlefield founder John Eckersley introduces the concept of the Thoughtful Investor ®. 

Your investments at your fingertips

With the Castlefield secure portal & app you'll have complete peace of mind for your finances, as you'll be able to see all of your investments organised and updated in one place. Additionally you can:

  • View your investments
  • Communicate securely
  • Stay up to date with latest notifications
  • Access your info when you need it 24/7 from any device

Click the link below to find out more about the Castlefield Secure Portal and App. 

Find out more

Glossary

At Castlefield we try hard to dispel as much jargon and as many acronyms as possible.

We've put together a handy glossary with a guide to some of the most commonly used investment and financial industry terms.

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