UK #sustainable finance organisation @uksif.bsky.social has published a report with #PwC on lessons from the implementation of #SDR - the FCA's sustainable #investment regulation initiative. @castlefielduk.bsky.social fund manager Callum Wells features in the report: uksif.org/uksif-pwc-re...

Are you looking for a financial adviser or wealth manager who follows the Financial Advisers' and Wealth Managers' Code of Conduct and is a member of UKSIF? They can help secure your financial future. Take a look below: uksif.org/findanadviser/

Head of Stewardship at @castlefielduk.bsky.social Ita McMahon updates on outcomes from recent #engagement meetings with #Unilever to discuss the company’s #environmental and social targets, and concerns related to its sugar cane supply chain. #ethicalinvesting www.castlefield.com/home/media/b...

We're absolutely delighted to have won the 'Best #ESG Provider' category at the Money Marketing awards.

We're delighted @castlefielduk.bsky.social adviser Helen Tandy has been shortlisted in 2 categories at the #WomeninGreenBusiness Awards - Corporate #Sustainability Lead of the Year & #Investment Professional of the Year. Good luck Helen. 🤞 View finalists here: www.businessgreen.com/news/4515424...

In this @castlefielduk.bsky.social #investment stock story, David Gorman introduces one of the largest companies in Latin America - MercadoLibre, the online ecommerce ecosystem held in our Thoughtful World Equity Fund www.castlefield.com/home/media/b... With investment, capital is at risk

We live in uncertain times with many geopolitical events causing havoc on global trade. @castlefielduk.bsky.social Adviser Pooja Shah outlines how to feel more confident about your #finances in the face of market #volatility castlefield.com/home/media/b...

In this @CastlefieldUK Co-owner close up, Liam Blackshaw outlines a typical day in his role and how he helps turn #investment strategy into action. Liam also explains why his computer screen often resembles a 1980s retro arcade game.

A common question when planning your retirement is: “How much do I need to retire comfortably?” @CastlefieldUK's Michael Owens explores recent research and explains some of the steps you could take to improve your chances of a comfortable #retirement.

In this short video, @CastlefieldUK fund manager James Buckley introduces the Thoughtful World Equity Fund, explaining our integrated Thoughtful Investor® #investment approach and what makes the fund attractive to investors. castlefield.com/home/media/v... With investment, capital is at risk

Many UK investors are sleepwalking into #retirement by relying on default #pension funds. @CastlefieldUK 's Rupert Lovesy explains why default pension funds might not be working as hard as you are, and some of the steps to wake up to better outcomes.

Geopolitical events can cause havoc on global trade and uncertainty with #investors. @CastlefieldUK Adviser Pooja Shah outlines how to feel more confident about your #finances in the face of market #volatility castlefield.com/home/media/b... With investment, capital is at risk

ICYMI - @CastlefieldUK's Ita McMahon discusses how #ethical investors and responsible business practitioners are starting to address the ethics of AI in this piece for PA Future. future.portfolio-adviser.com/castlefields... With investment, capital is at risk

Recent attacks on M&S and the Co-op highlight the growing threat of #cybercrime. In this latest @CastlefieldUK stock story, David Gorman introduces Manchester-based NCC Group who are working hard to combat it. www.castlefield.com/home/media/b... With investment, capital is at risk

High #inflation should be a wake-up call for long-term savers as it affects your spending power and means it's more expensive to buy the same things. @CastlefieldUK adviser Thomas McCoy explains more and offers ways to combat some of its effects.

In this co-owner close up, @castlefielduk.bsky.social 's Liam Blackshaw outlines a typical day in his role and how he helps turn #investment strategy into action. He also explains why his computer screen often resembles a retro video arcade game. castlefield.com/home/media/o...

How are #ethical investors and responsible business practitioners starting to address the #ethics of #AI? @castlefielduk.bsky.social's Ita McMahon discusses how they're engaging with AI in this piece for PA Future. future.portfolio-adviser.com/castlefields... With investment, capital is at risk

Advice should be "grounded in ethics with a passion for people". @castlefielduk.bsky.social financial adviser Olivia Bowen features in this '51 for 51' interview with Simoney Kyriakou at #FTAdviser. #Ethical #ThoughtfulInvestor #Castlefield www.ftadviser.com/2025/8/7/51-...

We live in uncertain times with many #climate and geopolitical events causing havoc on global trade. @castlefielduk.bsky.social's Pooja Shah explains how to feel confident about #finances in the face of market #volatility www.castlefield.com/home/media/b... With investing, capital is at risk

In this video, @castlefielduk.bsky.social #investment manager James Buckley introduces our Thoughtful World Equity Fund, explaining our integrated Thoughtful Investor® approach and what makes the fund attractive to investors www.castlefield.com/home/media/v... With investment, capital is at risk

Today saw the launch of @castlefielduk.bsky.social's #Thoughtful World Equity Fund - a new global #equity fund reflecting our aim to directly access #investment opportunities wherever they’re listed in the world. With investing, capital is at risk Learn more: www.castlefield.com/home/media/n...

Many #investors are sleepwalking into #retirement by relying on default #pension funds. @castlefielduk.bsky.social's Rupert Lovesy explains why default pension funds might not be working as hard as you are, and some of the steps to wake up to better outcomes. www.castlefield.com/home/media/b...

Higher #inflation means your buying power is falling and you need more #money to buy the same things. @castlefielduk.bsky.social's Thomas McCoy explains why high inflation should be a wake-up call for savers, and how #diversification can help combat its effects. www.castlefield.com/home/media/b...

Reacting emotionally to the latest headline in the news can be costly. @castlefielduk.bsky.social Adviser Pooja Shah outlines how you can feel more confident about your #finances in the face of market #volatility www.castlefield.com/home/media/b... With investment, capital at risk

Banks are often criticised but they are central to our financial system and a healthy economy. In this latest @castlefielduk.bsky.social stock story, #Investment Analyst David Gorman introduces Italian bank UniCredit. www.castlefield.com/home/media/b... With investment, capital is at risk

Lifetime ISAs were designed to help young adults save for their first home or #retirement and offer a 25% government bonus. But who are LISAs designed for and is there a catch to free government money? Castlefield's Rupert Lovesy explains more here:

We're delighted to receive so many testimonials from @castlefielduk.bsky.social clients. You can learn more about how we've helped clients #invest #ethically here: www.castlefield.com/home/thought... With investment, capital is at risk

Delighted that @castlefielduk.bsky.social will be sponsoring the Northern Sustainability Summit 2025. If you’re curious about all things #sustainable and interested in furthering your #sustainability journey, register for a free ticket here: bit.ly/4kMPk4U We look forward to seeing you there!

ICYMI - Castlefield’s Olivia Bowen discusses responsible #investing, developing deeper relationships with clients, and bringing your personal #ethics to work in this Q&A for Portfolio Adviser portfolio-adviser.com/wealth-manag...

Castlefield #ethical funds have been recognised as 'Best Buys' in Ethical Consumer's 'Ethical Investment Funds Guide' - following a review of #sustainable, #ethical and #ESG funds. Learn more about the 'Best Buy' scheme and Castlefield's #thoughtful funds here: With investment, capital at risk

We're pleased to announce Castlefield will be hosting our Charity Summer Seminar in Central Manchester on 3 July. So if you're a #trustee or involved with running a #charity, click for more details: www.castlefield.com/home/media/e...

In this Core Values piece for Portfolio Adviser magazine, @castlefielduk.bsky.social #ethical adviser Olivia Bowen discusses #responsibleinvesting, fair #tax and bringing your values to work with you. markallen.mydigitalpublication.co.uk/publication/... With investment, capital is at risk

We're pleased to announce that @castlefielduk.bsky.social has been shortlisted in the "Best ESG Provider" category at the upcoming #MoneyMarketingAwards 2025. Thank you @moneymarketing.bsky.social www.castlefield.com/home/media/a...

We're delighted to see @castlefielduk.bsky.social feature so prominently in #Ethical Consumer Magazine's 'Ethical #Investment Funds' guide - recommended as one of the Best Buys. www.ethicalconsumer.org/sites/defaul... With Investment, capital is at risk

In this piece for UK #Sustainable Investment & Finance Association (UKSIF), Castlefield #investment analyst Barney Timson introduces two recent examples of active #engagement with portfolio companies ahead of their AGMs.

Our Thoughtful Investor® Approach integrates three important elements to meet the needs and values of our clients. @castlefielduk.bsky.social Founder John Eckersley explains more about our proprietary #ethical #investment approach in this short video. castlefield.com/home/media/v...

If you'd like a snapshot of the @castlefielduk.bsky.social Annual #Stewardship Report, this "at a glance" provides a short summary, with links to #investment case studies and articles in the full report - so you can quickly find out more! Get your copy now: www.castlefield.com/media/zi1b3p...

Our latest @castlefielduk.bsky.social stock story features an automotive testing company whose services help develop vehicles that are safer, more efficient and more #sustainable. David Gorman introduces AB Dynamics. www.castlefield.com/home/media/b... With investment, capital at risk.

Our latest Annual Stewardship Report is available now! You'll find details of our Thoughtful Investor approach and #sustainability metrics for our Thoughtful Fund range, plus collaborative #engagement case studies and update on #stewardship activities. www.castlefield.com/home/annual-...

Our #ethical approach to #investment integrates three elements - all are necessary, in our view, to meet the needs and values of our clients. In this video, @castlefielduk.bsky.social Founder John Eckersley explains our proprietary Thoughtful Investor Approach. www.castlefield.com/home/media/v...

In this piece for PA Future, Castlefield's Ita McMahon shares her reasons for remaining optimistic about investee firms' green commitments. Read the article here: future.portfolio-adviser.com/views-from-t... With investment, capital at risk

In this #Tax & #Pensions Clinic for Investors Chronicle, @castlefielduk.bsky.social's Olivia Bowen responds to a reader's query over the sale of a sports memorabilia collection and how profits will be taxed. Subscription required to read full article: www.investorschronicle.co.uk/content/2bb9...

We're delighted to publish the @castlefielduk.bsky.social Annual Stewardship Report. You'll find details of our Thoughtful Investor approach and performance of the #Sustainability Metrics for our Thoughtful Fund range plus #engagement & #stewardship case studies castlefield.com/home/media/n...

In this engagement piece, Castlefield Partner Ita McMahon updates on the meeting with Unicredit's Investor Relations team ahead of its AGM, to better understand their fossil fuel lending and plans to reduce lending to high carbon sectors. www.castlefield.com/home/media/b...

Head of Stewardship at @castlefielduk.bsky.social Ita McMahon, features in this piece for InsiderNW about how socially responsible investment is re-writing the rulebook with #investment and #wealth management.

In an industry dominated by large American companies, SAP is a rare #technology giant born and raised in Europe. #Investment Analyst David Gorman discusses how the German technology business is assisting customers in making the most of #AI capabilities.  www.castlefield.com/home/media/b...

Despite limited exposure to the food industry #animalwelfare remains a priority for us. Ffion Spencer, Castlefield's Stewardship Assistant, outlines our recent #engagement with Whitbread on its performance in the Business Benchmark on Farm Animal Welfare. www.castlefield.com/home/media/b...

Happy Earth Day! 🌍 On #EarthDay — and every day — let’s keep building a more #sustainable, resilient world. Learn more about our approach to net zero here: www.castlefield.com/home/about-u...

Happy #EarthDay2025. #EarthDay celebrates 55 years of raising awareness about creating a #sustainable future and looking after the #environment. #OurPowerOurPlanet Learn more here: earthday.org

At Castlefield we offer #ethical values-based investing from the perspective of being a values-based manager. Ewelina Niziolek-Wilson explains the concept of the "values-based manager" and what makes our culture so special. castlefield.com/home/media/v... With investment, capital is at risk.