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Our Advisory Services by Castlefield

We’re Castlefield, a family of investment and advisory businesses with a focus on our clients’ values and aspirations. Shared ownership and the fact that our employees and a grant-making charitable trust share in our business and profits, lie at the heart of our approach. It’s what makes us different and provides the driving force behind our success.

Managing investments for charities is a major focus. That said, following the acquisition of the UK’s two oldest and most well established ethical advice firms, we’re now an integrated advice and investment management group, widely recognised for our expertise in responsible and sustainable investment.

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