Clients seek our help for a number of different reasons. For example, planning their retirement, dealing with a change in circumstances (e.g. inheritance, divorce, downsizing), selling a business or for advice on using their money to do good (investing ethically, charitable giving & philanthropy).

Client Case Examples

Below are a few examples of how we’ve helped clients facing a number of different situations. 

Business Sale

We helped a client to invest sustainably, while ensuring his children were provided for following a business sale

Read more

Nearing Retirement

We used cashflow modelling to show a client she could retire early

Read more

Protecting Assets

We identified suitable cover to protect our client and his family should the worst happen

Read more

Simplify Pensions

We helped a client to simplify their finances and consolidate a number of his pensions

Read more
  • 1
  • 2
Growth Blk

Investing sustainably for the long-term

Align Black

A committed team of over 50 co-owners

Hands Group Blk

Part-owned by a charitable organisation

Don't just take our word for it

Please find below a few videos from Castlefield clients, explaining how we've supported them through their endeavours. 

There is also a video from Castlefield's founder, John Eckersley, where he explains how we help clients achieve their goals. 

The Thoughtful Investor - Anthony O'Connor Manchester Cathedral

The Thoughtful Investor – The Dorothy Clive Garden Trust

A bit about Castlefield

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