Castlefield is an award-winning, employee-owned investment management and financial planning business, with a longstanding commitment to values-led investing

We have moved!

Castlefield has relocated our office to: 

The Hive,
51 Lever Street,
Manchester,
M1 1FN

Learn more about our new office, when we're due to be moving in and why we're moving, here.

Map source: OpenStreetMap

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 factsheets

We're proud to be an award-winning financial planning and investment business

  • PAA24 WINNER LOGO Best Adviser Firm For ESG
  • Best Buy Label Artwork
  • Castlefield COLWMA 2026

Castlefield - the Thoughtful Investor ®

In this short video, Castlefield founder John Eckersley introduces the concept of the Thoughtful Investor ®. 

Click the image to watch now.

Get your Castlefield journey started today

Click the link to get going with the Castlefield app, and start your journey to being a Thoughtful Investor

Get Started

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

Latest Annual Stewardship Report

Details our Thoughtful Investment approach, engagement and recent case studies

Our Fund Range

Find out more about our Thoughtful fund range

Active Engagement

Learn more about holdings and the engagement projects we're involved with

Growth Blk

Investing thoughtfully for over two decades

Structure Blk

Genuinely rigorous and authentic approach

Expert Team Black

Proudly employee-owned

We're proud affiliates of a range of worthy organisations

  • Dc Badge1
  • Principles For Responsible Investment Logo
  • Proudly Employee Owned
  • Living Wage Logo
  • GM Good Employment Charter Logo
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Follow our social channels for the latest news

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Find out more about corporate sustainability at Castlefield and how we evidence our sustainable approach to net zero

Insights, news and reports

Oct 12/10/2026
News

Castlefield partners with VouchedFor to gather independent client feedback

Castlefield has partnered with independent client feedback platform, VouchedFor, to gather valuable feedback from the people who matter most: our clients.

Read more
 
Oct 12/10/2026
News

Castlefield appoints Matt Ralph as Chief Executive Officer

Castlefield confirms that Matt Ralph has assumed the role of Chief Executive Officer

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Oct 05/10/2026
News

Castlefield launches enhanced employee benefits package shaped by employee-owner feedback

Castlefield has launched an enhanced employee value proposition following an engagement survey and feedback programme involving colleagues across the business.

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Sep 23/09/2026
News

Castlefield in the News - Summer 2026

Topics covered in this round-up of recent press coverage include the gender ISA gap, collaborative engagement, excessive executive pay and “sustainable” investment funds continuing to invest in Russia.

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Cyber Essentials Plus

Castlefield complies with the requirements of the Cyber Essentials Plus Scheme, an effective, government backed scheme that protects against the most common cyber attacks.