Why choose Castlefield

At Castlefield, we find that our clients are as diverse as we are. One thing many share is a desire to use their money thoughtfully and make a positive difference. If that sounds like you, we'd love to have a conversation about what matters most to you and how your finances can support your goals.

Whether you're thinking about retirement, investing a lump sum, or simply want reassurance that you're on the right track, our friendly financial planning team is here to help. And if you have thoughtful friends, loved ones, or colleagues, we’d be delighted to hear from them too. 

Rosette Blk

Award-winning Company

Long Term Invest

Specialise in values-led investments

Lightbulb Blk

The Thoughtful Investor

Meet the team

Meet some of our financial planners and learn about the types of areas we can help you and your finances with in this series of short videos. 

Video: Adviser Insights - Changes to Pension Rules

Video: Adviser Insights - Philanthropy

Video: Adviser Insights - The Need for Protection

Video: Adviser Insights - The importance of using ISAs

Let's start with a conversation

If you've been recommended to get in touch with Castlefield, it's likely because your friend thinks you're the type of thoughtful person who would like to use their money to do good. 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.

 

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

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

The Value of Advice

People contact us for all sorts of reasons; from planning for retirement, funding care costs in later life, investing in line with values, or gaining confidence after receiving a lump sum. 

Please use the link below to get your copy of our Value of Advice guide and find out more about the ways Castlefield can help you.

Download brochure

"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."

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