Castlefield

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

[Castlefield @CastlefieldUK]

In this latest featured stock story @CastlefieldUK Investment Analyst David Gorman introduces B3 - held in our Thoughtful World Equity Fund.

https://t.co/t612aKV14c

With investment, capital is at risk

[Castlefield @CastlefieldUK]

Join us at the @ElevateGM #NorthernSustainabilitySummit (taking place at Manchester Central on July 3), for a practical, easy-to-follow #pensions workshop led by @CastlefieldUK Financial Adviser Pooja Shah.

Learn more and reserve your spot here: https://t.co/zbdTmH1ZDT

[Castlefield @CastlefieldUK]

We're delighted @CastlefieldUK was announced earlier this year as one of the Best Financial Advisers to Work For.

Learn more about the culture of some of the best firms and what sets them apart in this new @Profadviser digital report.

https://t.co/ZSSXR3CAd0

[Castlefield @CastlefieldUK]

In this Adviser Insights video, @CastlefieldUK's Thomas McCoy explains some of the upcoming changes to #pension rules, which mean that unused pension funds will be included as part of your estate for #inheritance tax #IHT purposes.

https://t.co/KFTLOIpBpb

[Castlefield @CastlefieldUK]

In this latest Ask an Adviser, where our financial experts respond to your questions, we're talking about wills.

@CastlefieldUK 's @bowen_ethicalFA answers the question: “I’m getting married, should I revisit my will?” Read her response here:

https://t.co/hTMEDmTQqw

[Castlefield @CastlefieldUK]

In this video, @CastlefieldUK's Pooja Shah explains the #Financial Health Checklist she often discusses with clients, providing a useful framework to keep on top of #finances and utilise some of the tax efficient allowances each year.

https://t.co/IctUadqKxj

[Castlefield @CastlefieldUK]

We're delighted @CastlefieldUK has been shortlisted for a @_moneymarketing Award - in the 'Best ESG Provider' category. 🎉

Best of luck to all nominated firms. 👏

https://t.co/ksnSPwPBlv

[Castlefield @CastlefieldUK]

The full line-up of speakers and running order has been announced for our upcoming #Charity Summer Seminar.

The event is #free to attend, so if you haven't booked your place already, you need to be quick - there are only a final few spots available!

https://t.co/DirNPk2ypG

[Castlefield @CastlefieldUK]

This piece for @Profadviser explores whether firms are doing enough to attract the next generation of advisers.

@CastlefieldUK's Ewelina Niziołek-Wilson, suggests firms can do more to create inclusive and flexible cultures. Read more here:
https://t.co/BFWcOSeMwq

[Castlefield @CastlefieldUK]

Sobering read from PWM reporting some “sustainable” funds continued investing in Russia as tanks rolled towards Ukraine’s border.

Ita McMahon shares how @CastlefieldUK actively engaged with companies that had a presence in Russia at this time. https://t.co/NiesGWAyhs

[Castlefield @CastlefieldUK]

Our co-owners regularly feature 'In the news'.

Here, we collate recent @CastlefieldUK coverage, including pieces on upcoming #inheritance tax changes, how AI is shaping #financialadvice, building an #ethical ISA, and Castlefield’s approach to CEO pay.

https://t.co/Gwn95aX23k

[Castlefield @CastlefieldUK]

In this close-up, @CastlefieldUK Assistant Client Manager Joe Kelly shares how building strong client relationships and supporting thoughtful #investing are central to his role, alongside discussing his passion for travel, music and spending time outside.

https://t.co/5ADV2zx0jm

[Castlefield @CastlefieldUK]

To help clients understand more about some of the companies held in @CastlefieldUK portfolios, we launched an interactive stock directory.

Here, you can find out more about who they are, what do they do and what's the #investment case for them.

https://t.co/kux5b5nEYN

[Castlefield @CastlefieldUK]

Today is #WorldPasswordDay apparently...who knew?

@CastlefieldUK's Olivia Shields and Nyle Yates have brought together some practical guidance to help you stay safe and secure online.

https://t.co/QRZlKvnv7y

[Castlefield @CastlefieldUK]

We have engaged with Italian bank UniCredit over a 3-yr period on its role in financing new #fossilfuel projects.
Here, @CastlefieldUK's Ita McMahon outlines the progress made, ongoing challenges, and how this #engagement has informed our voting decisions.
https://t.co/8fCkR2rEBH

[Castlefield @CastlefieldUK]

This latest 'In the News' feature brings recent @CastlefieldUK press coverage together, exploring themes such as upcoming #inheritance tax changes, how AI is shaping #financialadvice, building an #ethical ISA, and Castlefield’s approach to CEO pay.

https://t.co/Gwn95aX23k

[Castlefield @CastlefieldUK]

As an #ethical firm we're mindful of our #carbonfootprint and offer Carbon Literacy training for all co-owners.
@CastlefieldUK's Olivia Shields shares lessons from recent Carbon Literacy sessions highlighting changes we're making to reduce our impact.

https://t.co/j70BGOzfAX

[Castlefield @CastlefieldUK]

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.

https://t.co/7mNeuJ5lUA

[Castlefield @CastlefieldUK]

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!

https://t.co/PpjIn20YbH

[Castlefield @CastlefieldUK]

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.
https://t.co/gTW420GZMR