@CastlefieldUK

We’re an award-winning investment management and financial planning business with a reputation for being at the forefront of values-led investing #ESG

Manchester, London and UK
Joined July 2009
In a recent interview with @NewModelAdviser, @CastlefieldUK CEO Matt Ralph shares his perspective on why values-based #investing continues to resonate with clients, the importance of helping money do good, and the opportunities ahead. Read the article: citywire.com/new-model-advis…
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Climate change is often discussed as an #environmental issue, but it can also be viewed through a financial planning lens. @CastlefieldUK's Rupert Lovesy explores how a changing #climate could influence his #retirement and plans for the future. castlefield.com/home/media/b…
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October is #FreeWillsMonth meaning people in the UK can get a Will drafted professionally for free. Yet, more than half of UK adults do not have a will. @CastlefieldUK's Michael Owens, explains why making a Will is so important in this useful piece. castlefield.com/home/media/b…
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In this #engagement update @CastlefieldUK Ita McMahon explores recent meetings with infrastructure and private assets manager, Foresight Group, to better understand why its reported Scope 3 emissions appeared significantly higher than those of its peers. castlefield.com/home/media/b…
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In this latest @CastlefieldUK stock update, we explore our recent engagement with leading chip-maker #Nvidia on issues including employee #wellbeing and responsible sourcing, and why these topics matter for thoughtful investors. Read more: castlefield.com/home/media/b…
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Does your money reflect the values you live by? If you want to see how a @CastlefieldUK #financialplanner could help you achieve your financial goals while aligning your money with what matters most to you, download our complimentary guide now. castlefield.com/home/our-ser…
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Pay, health & #wellbeing and workforce engagement are all important aspects of #goodemployment. @CastlefieldUK has launched an enhanced employee benefits package following an internal engagement survey and feedback programme. #GoodEmploymentWeek castlefield.com/home/media/n…
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Are you the type of #thoughtful person who wants their money to do good? Research shows that people who receive professional #financialadvice feel more confident, worry less and are better prepared for the future. Download our free guide to learn more. castlefield.com/home/our-ser…
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Our latest 'In the News' round-up highlights recent @CastlefieldUK press coverage in publications such as NW Insider, Money Marketing and Professional Adviser, alongside recognition from Harvard Law School and a prestigious award win. castlefield.com/home/media/n…
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In this @CastlefieldUK #investment featured stock, David Gorman looks at Cairn Homes - the Irish housebuilder helping to address the country's housing demand through the delivery of energy-efficient residential properties and #sustainable new communities. castlefield.com/home/media/b…
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In this piece @CastlefieldUK #financialplanner Michael Owens explains how critical illness and income protection works, and how the right cover can help you and your family maintain #financialsecurity when faced with the unexpected. Read his blog here: castlefield.com/home/media/b…
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In this interview, @CastlefieldUK's Rupert Lovesy discusses why our professional memberships matter, how they influence decision-making, and why being the #ThoughtfulInvestor is about much more than #investment decisions alone. Read the interview here: castlefield.com/home/media/b…
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Will the incoming stocks and shares ISA cash interest levy impact platforms? @CastlefieldUK's Olivia Bowen features in this piece for @Profadviser on the proposed levy on cash interest in stocks & shares ISAs. professionaladviser.com/news…
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We're delighted to have won the 'Best #ESG provider' category at last night's awards. 🏆 Thank you @_moneymarketing 🙏
Congratulations to all the winners, HC recipients & finalists at #MMAwards26 🙌 ow.ly/Ff9I50ZMvUU Thanks to our judges, sponsors & guests for making it one to remember. 📸 The gallery is live: ow.ly/USIl50ZMvUV 📅 Register interest for 2027: ow.ly/h2Lg50ZMvUW
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In this latest 'Ask an Adviser' feature, @CastlefieldUK's Michael Owens answers a fairly common #financialplanning question when someone comes into money - whether they should pay off their mortgage early or invest for the future. Read the piece here: castlefield.com/home/media/b…
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In this featured stock story, @CastlefieldUK #Investment Analyst David Gorman introduces #ASML - possibly Europe’s most important technology company and sometimes referred to as the biggest company you’ve never heard of. #AI #ThoughtfulInvestor castlefield.com/home/media/b…
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In this Adviser Insights video, @CastlefieldUK 's @bowen_ethicalFA discusses the difference between charitable giving and #philanthropy, and offers a simple three point framework to consider if you would like to give to charitable causes. castlefield.com/home/media/v…
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The gender ISA gap isn't just about confidence or risk appetite. Speaking with @Profadviser, @CastlefieldUK's @bowen_ethicalFA discusses why caring responsibilities and wider societal factors often have a greater impact on women's ability to #invest. professionaladviser.com/news…
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