Financial Advisers

We're keen to work with existing Financial Advisers who in turn are looking for a specialist investment management service for their own clients.

You’ve probably gradually been changing the way your clients are advised and charged over recent years, creating better value for them and you. You'll be as keen as ever to ensure that your clients still have access to the best investment options, allowing you to concentrate on the holistic advice they value and expect.

We have the expertise you need. We already work hand-in-hand with advisers and their clients to provide an efficient service that respects the ongoing client relationship and keeps advisers like you firmly in the information loop.

For families with sufficient wealth we can work with you to establish and run a personalised family investment company.

Contact Us

Contact Us

If you think it’s worth a chat about how we could work together, please get in touch. Email: Funds@castlefield.com Phone: 0161 233 4890

Read more

Climate Change in a Covid-19 World

How climate change risks sliding down the political agenda due to COVID-19 and what investors can do about it.

Read more

Read our 2020 Voting Guidelines

As investors, we vote at company AGMs. It’s a responsibility we take seriously. Read the updated Voting Guidelines.

Read more