Castlefield is an award-winning investment management and financial planning business with a reputation for being at the forefront of ethical investing

We're proud to be an award-winning financial advice and investment business

  • Paawards24 Winner Social Tile Best Adviser Firm For ESG
  • Best ESG Adviser
  • Colwma Nomine 2023
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Castlefield - the Thoughtful Investor ®

In this short video, Castlefield founder John Eckersley introduces the concept of the Thoughtful Investor ®. 

Get your Castlefield journey started today

Click the link to get going with the Castlefield app, and start your journey to being a Thoughtful Investor

Get Started

Your finances at your fingertips

With the Castlefield secure portal & app you'll have complete peace of mind for your finances, as you'll be able to see all of your finances organised and updated in one place. Additionally you can:

  • View and manage your investments
  • Communicate securely
  • Manage income and spending
  • Stay up to date with latest notifications
  • Access your info when you need it 24/7 from any device

Click the link below to find out more about the Castlefield Secure Portal and App. 

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We're proud affiliates of a range of worthy organisations

  • Gbc Accredited Stamp Full Colour Rgb 500Px@72Ppi
  • Principles For Responsible Investment Logo
  • Proudly Employee Owned
  • Living Wage Logo
  • GM Good Employment Charter Logo
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Interactive stock directory

Learn more about some of the companies held within Castlefield funds, with this interactive directory of stocks.

Click the button below to find out where companies are based, what they do and why we like them - along with some of the opportunities for improvement.

Go to Stock Directory

What is Ethical Investing

Today, there are all sorts of technical terms for investment approaches that seek to bring personal values to bear on financial decisions. The longest standing is 'ethical investment'. Learn more about the history of ethical investment and its journey into the mainstream in today's economic environment.

What is Ethical Investing

Cyber Essentials Plus

Castlefield complies with the requirements of the Cyber Essentials Plus Scheme, an effective, government backed scheme that protects against the most common cyber attacks.