We’re an award-winning investment management and financial planning business with a reputation for being at the forefront of thoughtful, ethical investing #ESG
Joined July 2009
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3,253 Photos and videos
Jun 12
Our Client Corner features a keen cyclist who'll be covering 1,000 miles in 10 days across 10 countries for his upcoming cycling challenge.
Read @CastlefieldUK adviser Tom McCoy's conversation with Charlie Baker, and learn about this epic challenge here: castlefield.com/home/media/o…
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Jun 12
Olivia Bowen discusses the difference between #charitablegiving and #philanthropy in this video.
@bowen_ethicalFA also covers @CastlefieldUK's Individual Philanthropy Account from @tcs_giving which makes it easier to give to charity in a meaningful way
castlefield.com/home/media/v…
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Jun 11
We’re proud @CastlefieldUK 's corporate governance voting policy has been cited in an Interfaith Center on Corporate Responsibility (ICCR) report on how investors are tackling excessive executive pay, and featured in a Harvard Law School Forum summary:
corpgov.law.harvard.edu/2026…
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Jun 10
We can't wait to welcome guests to the @CastlefieldUK #Charity Summer Seminar #event, taking place today at the delightful @Books_n_friends
Learn more about the sessions and the speakers here: castlefield.com/home/media/e…
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In this latest featured stock story @CastlefieldUK Investment Analyst David Gorman introduces B3 - held in our Thoughtful World Equity Fund.
castlefield.com/home/media/b…
With investment, capital is at risk
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Join us at the @ElevateGM #NorthernSustainabilitySummit (taking place at Manchester Central on July 3), for a practical, easy-to-follow #pensions workshop led by @CastlefieldUK Financial Adviser Pooja Shah.
Learn more and reserve your spot here: eventbrite.co.uk/e/planning-…
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We're delighted @CastlefieldUK was announced earlier this year as one of the Best Financial Advisers to Work For.
Learn more about the culture of some of the best firms and what sets them apart in this new @Profadviser digital report.
professionaladviser.com/repo…
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In this Adviser Insights video, @CastlefieldUK's Thomas McCoy explains some of the upcoming changes to #pension rules, which mean that unused pension funds will be included as part of your estate for #inheritance tax #IHT purposes.
castlefield.com/home/media/v…
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In this latest Ask an Adviser, where our financial experts respond to your questions, we're talking about wills.
@CastlefieldUK 's @bowen_ethicalFA answers the question: “I’m getting married, should I revisit my will?” Read her response here:
castlefield.com/home/media/b…
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May 30
In this video, @CastlefieldUK's Pooja Shah explains the #Financial Health Checklist she often discusses with clients, providing a useful framework to keep on top of #finances and utilise some of the tax efficient allowances each year.
castlefield.com/home/media/v…
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May 29
We're delighted @CastlefieldUK has been shortlisted for a @_moneymarketing Award - in the 'Best ESG Provider' category. 🎉
Best of luck to all nominated firms. 👏
moneymarketingawards.co.uk/2…
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May 28
The full line-up of speakers and running order has been announced for our upcoming #Charity Summer Seminar.
The event is #free to attend, so if you haven't booked your place already, you need to be quick - there are only a final few spots available!
castlefield.com/home/media/e…
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May 28
This piece for @Profadviser explores whether firms are doing enough to attract the next generation of advisers.
@CastlefieldUK's Ewelina Niziołek-Wilson, suggests firms can do more to create inclusive and flexible cultures. Read more here:
professionaladviser.com/feat…
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May 18
Sobering read from PWM reporting some “sustainable” funds continued investing in Russia as tanks rolled towards Ukraine’s border.
Ita McMahon shares how @CastlefieldUK actively engaged with companies that had a presence in Russia at this time. pwmnet.com/content/5d95bfd2-…
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May 15
Our co-owners regularly feature 'In the news'.
Here, we collate recent @CastlefieldUK coverage, including pieces on upcoming #inheritance tax changes, how AI is shaping #financialadvice, building an #ethical ISA, and Castlefield’s approach to CEO pay.
castlefield.com/home/media/n…
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May 12
In this close-up, @CastlefieldUK Assistant Client Manager Joe Kelly shares how building strong client relationships and supporting thoughtful #investing are central to his role, alongside discussing his passion for travel, music and spending time outside.
castlefield.com/home/media/o…
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To help clients understand more about some of the companies held in @CastlefieldUK portfolios, we launched an interactive stock directory.
Here, you can find out more about who they are, what do they do and what's the #investment case for them.
castlefield.com/home/stock-d…
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Today is #WorldPasswordDay apparently...who knew?
@CastlefieldUK's Olivia Shields and Nyle Yates have brought together some practical guidance to help you stay safe and secure online.
castlefield.com/home/media/b…
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We have engaged with Italian bank UniCredit over a 3-yr period on its role in financing new #fossilfuel projects.
Here, @CastlefieldUK's Ita McMahon outlines the progress made, ongoing challenges, and how this #engagement has informed our voting decisions.
castlefield.com/home/media/b…
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Apr 29
This latest 'In the News' feature brings recent @CastlefieldUK press coverage together, exploring themes such as upcoming #inheritance tax changes, how AI is shaping #financialadvice, building an #ethical ISA, and Castlefield’s approach to CEO pay.
castlefield.com/home/media/n…
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