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Click the link to get going with the Castlefield app, and start your journey to being a Thoughtful Investor
Castlefield is an award-winning investment management and financial planning business with a reputation for being at the forefront of ethical investing
Looking for the latest factsheets?
Please use the link below to find the latest factsheets for our range of funds, along with our model portfolios.
You'll be taken to our document library, where you can find a host of other brochures, reports and related documents.
View latest factsheetsWe're proud to be an award-winning financial advice and investment business
Castlefield - the Thoughtful Investor ®
In this short video, Castlefield founder John Eckersley introduces the concept of the Thoughtful Investor ®.
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How to become a Thoughtful Investor
At Castlefield, thoughtful investing isn’t simply a product or one of our range of services – it’s integral to everything we stand for and do.
That’s why we’re known as the Thoughtful Investor ®.
To find out what this means and how you could help your clients become thoughtful investors, visit our dedicated hub.
Thoughtful Investor
Genuinely rigorous and authentic investment approach
Proudly employee-owned
Your finances at your fingertips
With the Castlefield secure portal & app you'll have complete peace of mind for your finances, as you'll be able to see all of your finances organised and updated in one place. Additionally you can:
- View and manage your investments
- Communicate securely
- Manage income and spending
- Stay up to date with latest notifications
- Access your info when you need it 24/7 from any device
Click the link below to find out more about the Castlefield Secure Portal and App.
Find out moreWe're proud affiliates of a range of worthy organisations
Follow our social channels for the latest news
Find out more about our thoughtful fund range
Learn more about our range of thoughtful investment funds and access them directly
History of Ethical Investing
Today, there are all sorts of technical terms for investment approaches that seek to bring personal values to bear on financial decisions. The longest standing is 'ethical investment'. Learn more about the history of ethical investment and its journey into the mainstream in today's economic environment.
History of Ethical Investing
Insights, news and reports
Oct 02/10/2025
News
SBTi Consultation Response
As part of our ongoing commitment to climate action, we contributed to the Science Based Targets initiative (SBTi) consultation on Version 2 of the Corporate Net-Zero Standard.
Sep 24/09/2025
News
Castlefield celebrates ongoing commitment to gender equality in finance
Castlefield celebrates its approach to gender equality by meeting its target of 50/50 female representation in senior roles for 8th consecutive year, as part of its commitment to the Women in Finance Charter.
Aug 04/08/2025
News
Castlefield announces launch of Thoughtful World Equity Fund
Castlefield announces the launch of a new Global strategy - the TM Castlefield Thoughtful World Equity fund
Apr 30/04/2025
News
Launch of 2024 Annual Stewardship Report
We're delighted to publish the latest Annual Stewardship Report for 2024.
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