At Castlefield, we offer values-based investment from the perspective of being a values-based organisation. To us, that means offering a robust approach to investment while operating our business in a way that benefits the people and planet. That's why we're known as Castlefield - the Thoughtful Investor ®

This page aims to explain what sustainability means at Castlefield as a good corporate citizen, and how we evidence our sustainable focus with a clear approach to net zero.

Who we are

Castlefield is an award-winning, employee-owned investment management and financial planning business, with a reputation for being at the forefront of ethical investing. We do this from the perspective of being a values-based organistion.

Below we outline some of the ways that Castlefield has established this reputation and provide evidence to support our credentials.  

Structure Blk

Genuine commitment to sustainability

Expert Team Black

Proudly employee-owned

Recycle Blk

Clear roadmap to net zero

Our Purpose

The Castlefield story began in 2002. When founder, John Eckersley, started Castlefield he defined a very clear purpose for the business:

"Castlefield exists to help its clients and co-owners (employees) to achieve their personal goals. It’s that simple. We do this in such a way as to respect the interests of the widest range of stakeholders."

"We summarise this purpose as: ‘gathering assets, to do good’."

We're proud affiliates of a range of worthy organisations

Our approach to Net Zero

In December 2021, Castlefield announced its net zero policy, with commitments to achieving net zero in our own operations and supply chain, along with achieving net zero in our investment portfolio.

We engaged with independent consultants to record our baseline carbon emissions, so that we could identify the steps across the company needed to achieve our net zero commitments. The report is available below. 

View our Net Zero Roadmap

Our net zero roadmap was produced in partnership with independent consultants, Positive Planet. This report provides an outline of why we're taking action and gives a breakdown of our current baseline emissions, together with our net zero targets. The data is then used to identify the roadmap of steps we're committed to take, in order to achieve our net zero targets.

You can download a copy of the report at the link below.

Castlefield Net Zero Roadmap

“Being an employee-owned business gives us the chance truly to influence our own destiny and be in control of how the business develops."

"Importantly every one of us is empowered to make suggestions and come forward with ways to improve how we work.”

Ewelina Niziolek-Wilson

 

CORE Values

Castlefield wouldn’t be where it is now if it wasn’t for our people. It’s what makes us unique. One thing that brings us together is our ‘core’ values. Regardless of your role, our values are universal for everyone at Castlefield and empowers each of us to be the best that we can be:

  • Creating a sustainable business – We act to support and protect the future of our business
  • Ownership – We act like business owners because we are business owners
  • Responsibility – we value the role each of us plays
  • Empowerment – we have the power and freedom to make our business better

Employee-owned - Castlefield ownership structure

Castlefield is proud to be an employee-owned business. We believe this creates a culture of shared accountability, greater commitment and encourages a longer-term outlook.

For our clients, this brings a number of additional benefits, than a more traditional structure including:

  • Higher productivity as staff are invested and have a voice.
  • Increased employee engagement and motivation.
  • Lower staff turnaround and improved retention of talent.
  • Team are recognised for their contributions and commitments
Find out more

Download a copy of the latest Annual Stewardship Report

This report demonstrates the importance of active stewardship and engagement at Castlefield, and goes some way to explain why we are known as The Thoughtful Investor ®. 

It includes details of our Thoughtful Investment Approach, ESG Reporting, Stewardship, Engagement, Case Studies and Voting Activity.

Download Annual Stewardship Report

Glossary

The financial services sector is rife with acronyms and industry-specific language, along with similar terms being used interchangeably (e.g. responsible, ethical, ESG, SRI).

At Castlefield, we try hard to dispel as much jargon as possible.

With such a range of terminology, we've put together this handy glossary - your guide to some of the most commonly used investment and financial industry terms.

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