We engaged with US pharmaceutical company Merck & Co, held in the Castlefield Thoughtful World Equity Fund, on animal testing, ingredients and packaging policies.
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.
Olivia Shields shares key learnings from recent Carbon Literacy sessions and highlights the everyday changes our team is making to reduce their carbon impact.
We met with Volex, held in the Castlefield Thoughtful UK Smaller Companies Fund, to discuss its approach to conflict minerals due diligence.
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.
In this guide to Individual Savings Accounts (ISAs) Castlefield financial planner Olivia Bowen explores some of the different types of ISA and how you can use them for your end of tax year planning.
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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