Blog

The changing face of advice
Sep 14/09/2012

The FSA Retail Distribution Review (RDR).

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Advisers’ commitment to sustainable and impact investment crucial for sector growth
Jun 25/06/2012

Expert knowledge and commitment to sustainable and impact investment can give investment advisers the competitive edge they need to stand out in a crowded marketplace, according to a new report analysing the current state of the UK advice-giving market, launched last week.

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Top five ethical and sustainable ISA investments
Mar 27/03/2012

The current best performing environmental and ethical investment funds.

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Environmental investment: FAQ
Feb 27/02/2012

Our rundown on environmental investment: what it is, how environmental funds have been performing and the top funds.

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Financial year end checklist: 5 April 2012
Feb 21/02/2012

The current financial year ends on 5 April 2012. There are a number of important personal allowances and tax reliefs which will either reduce in value or disappear altogether on 6th April 2012.

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Junior ISAs - a guide
Feb 14/02/2012

The Junior Individual Savings Account (ISA) launched in November 2011, a new Government initiative that allows you to take advantage of tax-efficient savings on behalf of your children or grandchildren.

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Looking ahead – market commentary from three industry professionals
Feb 13/02/2012

Three industry professionals give us their views on the economy and financial sector going forward.

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Pension Trusts
Feb 08/02/2012

If you have a large pension plan it may be advantageous to put it into trust. Find out more in our guide.

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10 ways to minimise your tax bill
Oct 24/10/2011

Our top ten tips to reduce your tax bill. Including ensuring your tax code is correct and tax efficient disposal of a second property.

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Read our Voting Guidelines

Following on from the publishing of our Stewardship report, we have released our Voting Guidelines...

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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.

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The Better Society Awards 2018

Castlefield have been shortlisted for three categories in this year’s Better Society Awards.

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