In this Ask an Adviser we're focused on savings. Rupert Lovesy answers the question: "Given the recent changes in legislation, is it still worth investing in a Lifetime ISA? What is likely to happen to them?"
Ffion Spencer outlines our support of the Votes Against Slavery initiative which aims to improve compliance with the UK Modern Slavery Act, and explores how coordinated investor engagement can drive meaningful change.
As an ethical, employee-owned business, Castlefield aims to hold itself to the same high standards it expects of the companies it invests in. Here, we share key learnings from recent Carbon Literacy sessions.
We met with Volex, held in the Castlefield Thoughtful UK Smaller Companies Fund, to discuss its approach to conflict minerals due diligence.
When it comes to our financial plans, we’re often underprepared for the unexpected. In this piece, Castlefield adviser Rupert Lovesy explores why protection is a vital, often overlooked part of a strong financial plan.
In this latest featured stock piece, Castlefield Investment Analyst David Gorman introduces Bloomsbury Publishing- held in our Thoughtful UK Smaller Companies Fund.
Cybercrime is no longer just a technology issue; it’s an evolving risk that affects individuals and investors alike. With this in mind, we’ve brought together some practical guidance to help you stay safe online.
An inheritance can provide tremendous opportunity, yet it’s likely that it has arrived during a difficult time. In this guide, Rupert Lovesy sets out a framework to help you make the most of your new financial situation.
In this Castlefield featured stock piece, David Gorman introduces Alphabet Inc, the American multinational technology giant and parent holding company of Google, held in our TM Castlefield Thoughtful World Equity Fund.
We asked co-owners to share the climate and environment books that have influenced them most, and why. These are some of the titles that have sparked conversations and inspired action across our team.
With tax year end approaching, Castlefield adviser Helen Tandy explains how simple, well-timed moves — from using your ISA allowance to reviewing excess cash — can cut tax and help your money work harder.
Michael Owens explains Free Wills Month, why having a Will matters, and how leaving 10% of your estate to charity can reduce inheritance tax from 40% to 36% while supporting causes you care about.
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