Professionals

As your clients’ trusted adviser, we understand you want the certainty that their financial affairs will be handled professionally, so that you can introduce them to us with confidence.

We offer other professional firms (such as financial advisers, Accountants, Solicitors) the ability to work side by side with us, in a variety of structured ways, to meet the needs of your own clients.

Castlefield is a family of investment and advisory businesses at the forefront of responsible, ethical and thoughtful investing. We provide tailored financial and investment advice to private individuals and the businesses they own and work for, along with the not-for-profit organisations they help to run.

So, whether your client needs specific, one-off advice, or requires an ongoing service, our financial planners and investment team can help.

To learn more about how we can help you and your clients, please contact John Alexander on 07887 583204 or email john.alexander@castlefield.com. Or, please complete the Enquiry Form. 

 

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SHAREACTION RESOLUTION

Castlefield has co-filed a health-related shareholder resolution to be voted on at Unilever’s AGM.

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CASTLEFIELD INVESTMENT SCREENING

In this video, Amelia Overd takes us through the key aspects of Castlefield's investment screening process.

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RESPONSIBLE INVESTMENT WORKSHOP

Join our charity-specific workshop that aims to de-mystify the jargon around responsible and ESG investing.

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