Castlefield Advisory Partners

Castlefield is an integrated advice and investment management group, widely recognised for its expertise in responsible and sustainable investment.

A shared ownership structure and the fact that employees and a grant-making charitable trust share in its business and profits lie at the heart of its rather different approach.

Founded in 2002, initially with a major focus for making investments for charities, in recent years Castlefield acquired the UK’s two oldest and most well established ethical advice firms, and is now a leader in responsible and sustainable investment and ethical financial planning.


Castlefield Advisory Partners Products