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    Stay up to date with all the latest Castlefield company news, blogs, events and videos. Our CORE includes an internal perspective on the Castlefield culture and insights from Co-owners.

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    We're Castlefield, an investment management and financial planning business with a reputation for being at the forefront of ethical investing.

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  • Case Examples

Clients contact us to help them with a wide range of issues. For example, to review their current financial position and help them invest more ethically, or to assist with investing a lump sum, or to guide them through the sale of their business.

Below are a few worked case examples to demonstrate some of the ways we've helped our clients in a number of different situations. 

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

  • PAA23 1200X628 Winner8
  • Best ESG Adviser
  • Colwma Nomine 2023
Find out more
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Investing thoughtfully for the long-term

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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 - Conrad Jacobson

Our longstanding client, Conrad Jacobson, talks here about what our relationship means to him and his family, investing ethically and achieving financial peace of mind.

The Thoughtful Investor - Anthony O'Connor Manchester Cathedral

The Thoughtful Investor – The Dorothy Clive Garden Trust

The Thoughtful Investor – William Kenyon & Sons

Castlefield - The Thoughtful Investor

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Castlefield
Copyright © 2024 Castlefield. All rights reserved. Castlefield Investment Partners LLP (CIP) is authorised and regulated by the Financial Conduct Authority (FCA) No. 432488. Registered in England and Wales No. OC302833. Castlefield is a trading name, registered trademark and the property of Castlefield Partners Limited (CPL). Registered in England and Wales No. 06942320. Registered Office for CIP & CPL is 111 Piccadilly, Manchester, M1 2HY, United Kingdom. Part of the Castlefield employee-owned group. Member of the Employee Ownership Association.
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