Financial Advisers

Thank you for your interest in Castlefield – The Thoughtful Investor.

We expect financial advisers to contact us because they’re looking to invest their clients’ assets in a truly responsible and sustainable way, without wanting to sacrifice investment performance.

So-called Environmental, Social and Governance (ESG) focused investing has amassed an increasing number of column inches over recent years, with a growing number of mainstream investment managers launching ESG-labelled investment products.

Investing responsibly and sustainably has been central to Castlefield’s ethos and approach for many years, putting us at the forefront of ‘Thoughtful Investing’ - our proprietary approach - since 2002.

We’ve a range of services amongst which we’re confident that you’ll find at least one appropriate to your clients’ needs, including:

  • The B.E.S.T Platform Models – Nine model portfolios, offering a range of investment objectives and risk profiles to meet most mainstream needs, available on third party platforms
  • The Castlefield B.E.S.T Sustainable Portfolio Funds – multi-asset funds offering easy access to the best of what we offer, whether your clients are looking for capital growth, income or any combination of the two
  • The Castlefield B.E.S.T Sustainable Single-Strategy Funds
    • CFP Castlefield B.E.S.T Sustainable European Fund
    • CFP Castlefield B.E.S.T Sustainable Income Fund
    • CFP Castlefield B.E.S.T Sustainable UK Opportunities Fund
    • CFP Castlefield B.E.S.T Sustainable UK Smaller Companies Fund
  • A Discretionary Investment Management Service – our tailored investment management service for clients with more specific requirements
  • An AIM Portfolio Service – for suitable clients looking to mitigate Inheritance Tax

To find out more, please contact John Alexander on 07887 583204 or email to see how we can help. Or please complete the Enquiry Form.

Contact Us