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 john.alexander@castlefield.com to see how we can help. Or please complete the Enquiry Form.

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