Simon Holman

Simon has over 10 years' experience in investment management, initially spent at Aegon Asset Management (now known as Kames Capital) in a variety of equity analyst roles before moving into fund management on the European desk. Having previously read Spanish at Edinburgh University and then Investment Analysis at Stirling University, his long Scottish exile ended when he returned back home to Cheshire and joined Castlefield. His role there is split between investment responsibilities – including managing the B.E.S.T. Income Fund and analysing developments in the ethical investment market – and keeping clients up-to-date on their portfolios and market developments. Outside of work, he might be found swimming or enjoying a diverse range of music.

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

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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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