Dedicated to your mission. We’ll help you to find the best strategy for your charity.

As specialists in the charity sector, we act as both strategic adviser and long-term investment manager. You'll find we're not just a manager of money but a trusted partner - helping with long-term financial planning decisions, as well as investment policy and strategy. 

Our dedicated team maintains close contact with charity clients, so we’re able to share current best practice and emerging themes as they’re happening.

We specialise in helping charities with £250,000 to £3m to invest, to align their investments with their ethical values (investing over a time horizon of 5 years plus). 

Plus, when you become a Castlefield client you'll receive the same high-quality service, regardless of how big or small your charity is.

We think our business is unique. From day one, the people involved in our day-to-day operations have held a majority stake in our business, alongside a major grant-making charitable foundation.

This structure has helped us to define our values, predicated on long-term growth, independence, innovation, respect and responsibility; all designed to create an environment in which colleagues, as co-owners, can achieve their full potential.