The Castlefield way

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

We adopt a unique approach to looking after money, using it to make a difference in the world. In this video Castlefield founder John Eckersley explains how the company was formed and why we're known as the thoughtful investor ®. 

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Investment Advice

We understand that not-for-profit organisations have their own special concerns and constraints when it comes to investment. Find out more about our Charity Investment Advice service

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Investment Management

Learn more about how we manage the investments of over 50 charity clients, enabling them to align their investment policies with their values

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Growth Blk

Investing sustainably for the long-term

Align Black

Helping over 50 Charity clients

Hands Group Blk

Part-owned by a charitable organisation

Our Ownership

We think our business is unique. From day one, the people involved in our day-to-day operations have held a majority stake in our business, alongside a major grant-making charitable foundation.

This structure has helped us to define our values, predicated on long-term sustainable growth, independence, innovation, respect and responsibility; all designed to create an environment in which colleagues, as co-owners, can achieve their full potential.

Employee Ownership

Insights, news and reports

Jul 18/07/2022

Castlefield supports CCLA Corporate Mental Health Benchmark UK 100

Castlefield is pleased to support the CCLA Corporate Mental Health Benchmark UK 100, designed to improve transparency, disclosure and reporting on workplace mental health by providing a clear framework for businesses.

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Jul 12/07/2022

Castlefield announces new non-executive director appointment

Castlefield is pleased to announce the appointment of Carol Lawson as a new non-executive director. Carol will be joining the board of ConBrio Fund Partners Limited, the group's Authorised Corporate Director (“ACD”).

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Jul 04/07/2022

Castlefield announces Amelia Overd as co-manager on two sustainable investment funds

Castlefield announces Amelia Overd as co-manager on two sustainable investment funds. Amelia will be formally joining Simon Holman as co-manager of the CFP Portfolio Fund Range.

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Jun 17/06/2022

Castlefield celebrates 20th anniversary with further growth on the menu

Castlefield, the employee-owned financial and investment management business based in Manchester, is aiming to continue its growth as it celebrates 20 years of sustainable and ethical investing.

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