#ThoughtfulInvestor
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-...
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
How will the #SpringStatement from #RachelReeves affect investors? #Castlefield Financial Adviser Michael Owens reviews some of the key changes announced in the Spring Statement and the impact they may have on the #ThoughtfulInvestor.

www.castlefield.com/home/media/b...
Spring Statement Review
Michael Owens reviews the key changes announced in Rachel Reeves's Spring Statement and the impact on investors.
www.castlefield.com
April 2, 2025 at 3:17 PM
In this piece for PA Future, Michael Nelson covers Castlefield's #ThoughtfulInvestor approach and the re-naming of #sustainable funds in response to the #FCA's SDR labelling regime.

future.portfolio-adviser.com/invesco-and-...
Invesco and Castlefield drop ESG-related terms in fund names - PA Future
Responding to fund labelling requirements under SFDR and SDR
future.portfolio-adviser.com
January 29, 2025 at 5:33 PM