At Castlefield we find that our clients are as diverse as we are. One common interest that most clients share is using their money to do good. If you have thoughtful friends, loved ones, or colleagues who may benefit from our services, let them know about Castlefield - we’d be delighted to hear from them.
Simply submit YOUR details in the form above to access our referral materials, and then share these with them.
You can be confident when referring your friends and family to Castlefield because:
We're an award-winning, employee-owned investment management and financial planning business, with a reputation for being at the forefront of ethical investing. We’re also part-owned by a grant-making charitable foundation.
Alongside this, we structure and run our business in a thoughtful way - holding ourselves to the same high ethical standards internally that we expect from our investee companies. This creates an engaged and committed internal 'employee-owned' culture - where the values of colleagues are aligned with the goals of our clients.
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