Every client has a unique story, and we're here to help them write the next chapter with confidence. 

Clients contact us for all sorts of reasons: to get a clearer picture of their financial situation, to explore more ethical ways to invest, to make the most of a lump sum, or to plan confidently through major life changes like selling a business.

Discover how we've supported clients through every stage of their financial journeys. Click on the examples below to learn more about how we’ve helped, and how we could help you too.

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

"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."

Growth Blk

Investing thoughtfully for the long-term

Align Black

Proudly employee-owned

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. 

Video: The Thoughtful Investor - Conrad Jacobson

Longstanding Castlefield client, Conrad Jacobson, features in this video and talks about investing ethically, achieving financial peace of mind and what our relationship means to him.

Video: The Thoughtful Investor - Anthony O'Connor Manchester Cathedral

Video: The Thoughtful Investor – The Dorothy Clive Garden Trust

Video: The Thoughtful Investor – William Kenyon & Sons

Video: Castlefield - The Thoughtful Investor

Want to talk it through?

To find out more about our range of funds and services, or to see how we may be able to support you and your clients, please call us on 0161 233 4890.

​If you aren’t ready for a call, please email us at enquiries@castlefield.com and we’ll do our best to answer your questions.