Castlefield UK
@castlefielduk.bsky.social
Founded in 2002, Castlefield is an award-winning investment management and financial planning business, with a reputation for being at the forefront of ethical investing.
That's why we're known as the Thoughtful Investor ®
That's why we're known as the Thoughtful Investor ®
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...
@castlefielduk.bsky.social fund manager Callum Wells features in the report:
uksif.org/uksif-pwc-re...
UKSIF & PwC report: UK SDR and investment labels- Implementation lessons and the road ahead – UKSIF
uksif.org
October 22, 2025 at 9:40 AM
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...
@castlefielduk.bsky.social fund manager Callum Wells features in the report:
uksif.org/uksif-pwc-re...
Reposted by Castlefield UK
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/
Take a look below: uksif.org/findanadviser/
October 17, 2025 at 11:12 AM
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/
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...
#ethicalinvesting
www.castlefield.com/home/media/b...
Recent Engagement with Unilever
We engaged with Unilever on two separate occasions during Q2
www.castlefield.com
September 30, 2025 at 3:53 PM
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...
#ethicalinvesting
www.castlefield.com/home/media/b...
We're absolutely delighted to have won the 'Best #ESG Provider' category at the Money Marketing awards.
Money Marketing Awards 2025 - 2025 Winners
The Money Marketing Awards recognise the very best advisers and providers the industry has to offer. The accolades are not awarded lightly. Several rounds of shortlisting take place before the…
www.moneymarketingawards.co.uk
September 13, 2025 at 10:27 AM
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...
Good luck Helen. 🤞
View finalists here:
www.businessgreen.com/news/4515424...
Women in Green Business Awards 2025: Finalists announced
Check out the full shortlist for the second annual Women in Green Business Awards
www.businessgreen.com
September 12, 2025 at 3:26 PM
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...
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
www.castlefield.com/home/media/b...
With investment, capital is at risk
Castlefield Stock Story - MercadoLibre
David Gorman introduces MercadoLibre - the pre-eminent online commerce ecosystem in Latin America and one of the holdings in our recently launched Thoughtful World Equity Fund
www.castlefield.com
September 5, 2025 at 4:02 PM
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
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...
@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...
How you can feel more confident about your finances in the face of market volatility
This blog outlines how you can feel more confident about your finances in the face of market volatility
castlefield.com
September 3, 2025 at 4:08 PM
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...
@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.
Liam also explains why his computer screen often resembles a 1980s retro arcade game.
Co-owner close up - Liam Blackshaw
Co-owner close up with Liam Blackshaw
www.castlefield.com
August 29, 2025 at 10:27 AM
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.
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.
@CastlefieldUK's Michael Owens explores recent research and explains some of the steps you could take to improve your chances of a comfortable #retirement.
How much do I need to retire comfortably in the UK?
Can I afford to retire and how much do you need to retire comfortably in the UK?
www.castlefield.com
August 28, 2025 at 11:15 AM
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.
@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
castlefield.com/home/media/v...
With investment, capital is at risk
Video: Introduction to the TM Castlefield Thoughtful World Equity Fund
Fund manager James Buckley introduces the TM Castlefield Thoughtful World Equity Fund in this video
castlefield.com
August 27, 2025 at 10:27 AM
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
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.
@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.
Default pension funds: Are you sleepwalking into retirement?
Rupert Lovesy explains why default pension funds might not be the best option and some steps you can take for better long-term outcomes
www.castlefield.com
August 25, 2025 at 11:15 AM
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.
@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
@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
How you can feel more confident about your finances in the face of market volatility
This blog outlines how you can feel more confident about your finances in the face of market volatility
castlefield.com
August 21, 2025 at 10:27 AM
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
@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
future.portfolio-adviser.com/castlefields...
With investment, capital is at risk
Castlefield's Ita McMahon: Engaging on AI - PA Future
How are ethical investors and responsible business practitioners starting to address the ethics of AI?
future.portfolio-adviser.com
August 19, 2025 at 10:35 AM
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
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
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
Castlefield Stock Story - NCC Group
We're Castlefield, an investment management and financial planning business at the forefront of ethical investing. That's why we're known as Thoughtful Investor ®
www.castlefield.com
August 18, 2025 at 2:15 PM
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
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.
@CastlefieldUK adviser Thomas McCoy explains more and offers ways to combat some of its effects.
High Inflation – A Wake-Up Call for Savers
Thomas McCoy explains why high inflation should be a wake-up call for long-term savers
www.castlefield.com
August 18, 2025 at 10:27 AM
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.
@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...
He also explains why his computer screen often resembles a retro video arcade game.
castlefield.com/home/media/o...
Co-owner close up - Liam Blackshaw
Co-owner close up with Liam Blackshaw
castlefield.com
August 15, 2025 at 3:27 PM
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...
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
@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
Castlefield's Ita McMahon: Engaging on AI - PA Future
How are ethical investors and responsible business practitioners starting to address the ethics of AI?
future.portfolio-adviser.com
August 14, 2025 at 9:05 AM
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
@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-...
@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-...
51 for 51: Advice should be ‘grounded in ethics with a passion for people’
When Olivia Bowen received her Personal Finance Society Investment Specialist of the Year award in 2017, she was elated and surprised.
www.ftadviser.com
August 7, 2025 at 9:12 AM
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-...
@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
@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
How you can feel more confident about your finances in the face of market volatility
This blog outlines how you can feel more confident about your finances in the face of market volatility
www.castlefield.com
August 6, 2025 at 9:34 AM
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
@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
www.castlefield.com/home/media/v...
With investment, capital is at risk
Video: Introduction to the TM Castlefield Thoughtful World Equity Fund
Fund manager James Buckley introduces the TM Castlefield Thoughtful World Equity Fund in this video
www.castlefield.com
August 5, 2025 at 3:00 PM
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
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...
With investing, capital is at risk
Learn more: www.castlefield.com/home/media/n...
Castlefield announces launch of Thoughtful World Equity Fund
We're Castlefield, an investment management and financial planning business at the forefront of ethical investing. That's why we're known as Thoughtful Investor ®
www.castlefield.com
August 4, 2025 at 4:43 PM
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...
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...
@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...
Default pension funds: Are you sleepwalking into retirement?
We're Castlefield, an investment management and financial planning business at the forefront of ethical investing. That's why we're known as Thoughtful Investor ®
www.castlefield.com
July 28, 2025 at 2:30 PM
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...
@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...
@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...
High Inflation – A Wake-Up Call for Savers
Thomas McCoy explains why high inflation should be a wake-up call for long-term savers
www.castlefield.com
July 25, 2025 at 2:08 PM
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...
@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
@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
How you can feel more confident about your finances in the face of market volatility
We're Castlefield, an investment management and financial planning business at the forefront of ethical investing. That's why we're known as Thoughtful Investor ®
www.castlefield.com
July 24, 2025 at 3:06 PM
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
@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
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
Castlefield Stock Story - UniCredit
We're Castlefield, an investment management and financial planning business at the forefront of ethical investing. That's why we're known as Thoughtful Investor ®
www.castlefield.com
July 18, 2025 at 1:38 PM
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
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