The Castlefield story began in 2002, when a small team of colleagues decided to found a business that could provide a truly personal service.
From day one, we wanted to be a business with clients at its centre and one that could also give all colleagues the chance to share in its future.
Over the last twenty years, we’ve grown and joined forces with two very well-established ethical advice businesses.
Today, we're an award-winning, employee-owned ethical investment and advice group that's part-owned by a grant-making charitable foundation.
We can quite confidently say we’re "the most firmly established ethically focused advice business in the UK’"
Castlefield is an award-winning, employee-owned ethical investment and advice group that is part-owned by a grant-making charitable foundation.
72% of Co-owners with Castlefield 3 years +
Committed to achieve Net Zero by 2030
A bit about Castlefield
In this video Founder John Eckersley introduces Castlefield and explains about our purpose and how we help clients (and our team) to achieve their personal goals.
He also explains the core values, present throughout Castlefield, and why we're known as the Thoughtful Investor ®.
Play Video
Awards & Achievements
We’re extremely proud that Castlefield has consistently been recognised for a number of awards.
Learn moreAffiliations & Memberships
Castlefield are proud to be members and signatories of a range of worthy organisations and initiatives.
Learn more
What makes Castlefield special
We believe Castlefield is a special place to work. Here are some of the reasons why...
Our Ownership
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 sustainable growth, independence, innovation, respect and responsibility; all designed to create an environment in which colleagues, as co-owners, can achieve their full potential.
Employee OwnershipWe're proud to be an award-winning financial advice and investment business
Insights, news and reports
Mar 08/03/2024
News
Castlefield funds launch on ethical investment platform The Big Exchange
The Castlefield equity fund range is now available on award-winning ethical investment platform The Big Exchange
Mar 01/03/2024
News
Castlefield awarded CISI Chartered Firm Status
Castlefield has officially been awarded CISI Chartered Firm™ status by the Chartered Institute for Securities & Investment (CISI).
Feb 09/02/2024
News
Encouraging environmental impact data through the CDP non-disclosure campaign
Castlefield participated in the CDP non-disclosure campaign for the third consecutive year, encouraging six companies to disclose their environmental impact data.
Dec 20/12/2023
News
Castlefield In The News - Winter 2023
This latest ‘In the news’ feature provides a summary of some recent interviews, opinion pieces and press coverage we’ve featured in over Autumn and Winter 2023, with links to the original articles.
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