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 ethically, while ensuring his children were provided for following a business sale

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Nearing Retirement

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

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Protecting Assets

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

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Simplify Pensions

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

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Growth Blk

Investing thoughtfully for the long-term

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Proudly employee-owned

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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

Download a copy of the latest Annual Stewardship Report

Please download the latest Annual Stewardship Report using the link below.

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

Download Annual Stewardship Report