Castlefield is a group of investment and advisory businesses specialising in ESG investment. The Group consist of a fund management business, an advice business and an authorised corporate director. As well as providing various ESG solutions to third-party IFAs, the firm manages its own sustainable funds in-house, alongside delivering financial advice to individuals, businesses and trustees.  

Investing responsibly and sustainably has been central to Castlefield’s ethos and approach for many years; its roots can be traced back to the inception of ‘ethical’ investing in the UK. As such, the firm is recognised as being at the forefront in ESG investing and has the experience to help tackle the demand from clients for an authentic approach to ESG issues.  

The firm has been shortlisted for several awards over the last 12 months, including Professional Adviser’s ‘Best Financial Advisers to Work for’ (2020) and its inaugural ‘Best Multi-Asset Group for ESG’ (2021), plus two categories at the Better Society Awards 2020, where the firm received a Highly Commended for the Green Finance Award.  

Castlefield has a shared ownership structure that sets it apart from almost all other investment management organisations. It is part-owned by employees and a grant-making charitable trust. Managing investments for charities is also a major focus.

That said, following the acquisition of the UK’s two oldest and most well-established ethical financial advice firms, it is now an integrated advice and investment management group, widely recognised for its expertise in responsible and sustainable investment to private individuals, charities and professional investors alike.