Are you the type of person who wants to use their money to do good?
We're Castlefield - an award-winning, ethical investment management and financial planning business.
We specialise in helping thoughtful people like you to understand what they would like their financial future to look like, and then build a step-by-step process of how to get there which aligns with your values. What makes us different is that Castlefield specialises in ethical investments. For us, it isn’t just a product or part of a range of services – it’s everything we do.
From planning your retirement to managing your investments, or life insurance and inheritance planning, it’s important to get the expert guidance that’s right for you.
ApproachUsing our 'Thoughtful Investor' approach, we invest clients' money in thoughtful businesses - those that often have a positive environmental or social outcome - and avoid businesses that cause social or environmental harm. Effectively, we help clients use their money to do good and grow over the long term. We've done this successfully for over 20 years and we've won quite a few awards for it.
We're also an employee-owned business - so everyone that works here has a vested interest in long-term success. This means we genuinely care about delighting our clients and we'll take your success seriously.
So if you're the type of person who wants to use their money to do good, please contact Castlefield today.