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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Financial Advice

From planning your retirement to managing your investments, from life insurance to inheritance planning for your family, it’s important to get the expert guidance that’s right for you.

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Investment Management

Together, we’ll do our best to make sure that your investments always reflect your personal investment objectives, your tolerance for risk and your wider beliefs and concerns.

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Growth Blk

Investing sustainably for over two decades

Structure Blk

Genuinely rigorous and authentic approach

Expert Team Black

Committed team of approx. 70 co-owners

Philanthropy

A growing theme amongst our clients is a desire to ‘make a difference’. Not just in ensuring that their money is invested in line with their personal values, but also in formalising approaches to sharing their good fortune with others.

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I STARTED OUT BY THINKING ABOUT THE POSITIVE EFFECT MY GIVING WAS TO HAVE ON OTHER PEOPLE BUT QUICKLY REALISED THAT IT ACTUALLY HAD AN IMMENSELY POSITIVE IMPACT ON ME.

Insights, news and reports

Jul 18/07/2022
News

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
News

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
News

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
News

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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