Castlefield

When it comes to #financialplanning many people aren't as prepared for the unexpected as they could be. Here, @CastlefieldUK adviser Rupert Lovesy explores why #protection is a vital but often overlooked part of a strong, holistic #financial plan. castlefield.com/home/media/blo…

In this @CastlefieldUK stock story, David Gorman introduces Bloomsbury Publishing - held in our UK Smaller Companies Fund - whose portfolio includes authors who have won Pulitzer, Nobel, and Booker Prizes, alongside a Quidditch-playing boy wizard! castlefield.com/home/media/blo…

Are you a #thoughtful person who wants to use their money to do good? Research shows that people who receive professional #financialadvice are more confident, worry less and are better prepared for the future. Download our guide and find out more. castlefield.com/home/our-servi…

In this piece, Ffion Spencer outlines @CastlefieldUK's support of the Votes Against Slavery initiative to deliver credible, board‑level accountability on forced labour risks.  Ffion explores how coordinated investor #engagement can drive meaningful change. castlefield.com/home/media/blo…

Today is #EarthDay. This year's theme “Our Power, Our Planet” recognises collective action. At @CastlefieldUK we offer #CarbonLiteracy training for all co-owners. Here, we share lessons from recent sessions with everyday changes to reduce our footprint. castlefield.com/home/media/blo…

There is no place like planet Earth. Because every day is #EarthDay, share your 💚 for our 🌍. #ActNow for our present, for our future.

We recently engaged with Volex, the electrical power and data cabling manufacturer held in our Thoughtful UK Smaller Companies Fund, to discuss how the company approaches the responsible sourcing of #conflictminerals. castlefield.com/home/media/blo…

We're delighted to announce details of the @CastlefieldUK #Charity Summer Seminar. This #event brings together charity leaders and #trustees for a practical and thought‑provoking programme focused around this year's theme: Maximising Your Mission. castlefield.com/home/media/eve…

Charity clients have trusted @CastlefieldUK to manage their investments in an #ethical way for over 20 years. Find out more about how we've supported #charity trustees and get your guide to charity #investment here: castlefield.com/home/our-servi… With investment, capital is at risk

When it comes to #financialplanning many people aren't prepared for the unexpected. In this piece, @CastlefieldUK adviser Rupert Lovesy explores why protection is a vital but often overlooked part of a strong, holistic #financial plan. castlefield.com/home/media/blo…

Many people are reviewing how pensions will be passed on with #inheritance tax changes coming in 2027. @CastlefieldUK's Pooja Shah looks ahead to the upcoming #IHT changes and shares her views with @Profadviser on using pensions to support #charities. professionaladviser.com/opinion/452832…

In this latest featured stock story @CastlefieldUK #Investment Analyst David Gorman introduces Bloomsbury Publishing - held in our Thoughtful UK Smaller Companies Fund. castlefield.com/home/media/blo…

Are you planning for retirement? Whether you’re taking your first steps into #ethicalinvesting or you need more tailored #RetirementPlanning advice, get your complimentary "Thoughtful Investor's Retirement Blueprint" to plan for the retirement you want. castlefield.com/home/download-…

Helping you protect your personal and financial data is a key part of looking after your long‑term prosperity. @CastlefieldUK's Nyle Yates and Olivia Shields share some practical #guidance to help you stay safe and #secure online in this piece. castlefield.com/home/media/blo…

Isabel Baxter at @Profadviser recently met with @CastlefieldUK founder John Eckersley and head of client management Matt Ralph. They discussed what it means to be a "Thoughtful Investor" and how the business got there. Read the 'Big Interview' feature: professionaladviser.com/interview/4527…

In this @FTAdviser piece, @CastlefieldUK partner Pooja Shah shares her views on behavioural vulnerability and the role of #AI in #financialadvice. Pooja highlights the importance of a clear strategy and disciplined guidance. ftadviser.com/content/3acdd1…

When voting on executive compensation schemes, #ethical investors often need to consider how much pay is too much. @CastlefieldUK's Ita McMahon and Barney Timson discuss our approach to CEO pay in this latest feature for PA Future. future.portfolio-adviser.com/ethical-invest…

More families are reviewing their #estateplanning options due to changes to #pensions and #inheritance tax (IHT). @CastlefieldUK's @bowen_ethicalFA discusses how gifting to charity can help reduce #IHT bill, in this piece for @FTAdviser. ftadviser.com/content/2f43ed…

Great to see @CastlefieldUK adviser Pooja Shah, featured in this @FTAdviser piece, contributing to an important article on behavioural vulnerability and the role of #AI in #financial advice. ftadviser.com/content/3acdd1… (account required)

Managing finances online is convenient and efficient, but requires some vigilance. #Cybercrime is an evolving risk that affects individuals and #investors alike. @CastlefieldUK's Olivia Shields shares some practical guidance to help you stay safe online. castlefield.com/home/media/blo…