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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Get in touch with our team

We’re available by phone and email, but most of all in person to provide expert advice and assistance.

Contact Us

CASTLEFIELD – JUDGED A TOP ETHICAL UK FINANCIAL ADVICE FIRM

We’re delighted that Good With Money has recognised Castlefield in a list of the top 9 ethical financial advisers in the UK.

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ANNUAL STEWARDSHIP REPORT - 2020

We are pleased to present our Annual Stewardship Report covering 2020.

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