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 firstname.lastname@example.org to see how we can help. Or please complete the Enquiry Form.Contact Us