Individuals

No two investors are alike. At Castlefield, we understand the intensely individual nature of financial advice. An investor's investment portfolio, much like the portfolio of an artist, is an expression of the self.

A service that embraces this truth simply cannot be provided on an identikit basis. Instead it demands a hands-on approach, in which we’ll work in close partnership with you, to realise your specific aspirations.

At the outset we’ll listen to what you want for your investments. We’ll tell you honestly what we can deliver and what you can expect from us. We’re available by phone and email, but most of all in person to provide expert advice and assistance.

The thoughtful investor’s greatest asset is individuality.

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CASTLEFIELD NAMED IN NMA TOP 20 ADVISERS

We are delighted to have been named as one of the top 20 financial advice firms for 2021 in the north by New Model Adviser (NMA) for the second successive year.

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GLOBAL PANDEMIC IMPACT ON THOUGHTFUL INVESTING

How Coronavirus and a global lockdown has influenced investment into ESG focused funds...

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AN INTRODUCTION TO THOUGHTFUL INVESTING

Register now for our investment webcast aimed at individuals and charity investors with an introduction to environmental, social and governance (ESG) factors.

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