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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THEMATIC REPORT: PALM OIL

Our thematic report outlines a number of ESG issues associated with the production of palm oil.

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2021 GLOBAL INVESTOR STATEMENT ON CLIMATE CRISIS

Castlefield have released a joint statement with 456 other investors.

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2021 CASTLEFIELD SYMPOSIUM

Our fourth annual Castlefield event will discuss what Net Zero really means and what’s required to achieve it, regardless of the success or otherwise of COP26.

Register now