Castlefield UK

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/

Recent Engagement with Unilever We engaged with Unilever on two separate occasions during Q2

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

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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…

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

Women in Green Business Awards 2025: Finalists announced Check out the full shortlist for the second annual Women in Green Business 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...

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

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

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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

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...

Co-owner close up - Liam Blackshaw Co-owner close up with Liam Blackshaw

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.

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?

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.

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

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...

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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

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.

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

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...

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Castlefield's Ita McMahon: Engaging on AI - PA Future How are ethical investors and responsible business practitioners starting to address the ethics of AI?

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...

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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 ®

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...

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High Inflation – A Wake-Up Call for Savers Thomas McCoy explains why high inflation should be a wake-up call for long-term savers

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.

Co-owner close up - Liam Blackshaw Co-owner close up with Liam Blackshaw

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...

Castlefield's Ita McMahon: Engaging on AI - PA Future How are ethical investors and responsible business practitioners starting to address the ethics of AI?

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...

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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.

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-...

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

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

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

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...

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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 ®

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.

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Learn more: www.castlefield.com/home/media/n...

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 ®

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...

High Inflation – A Wake-Up Call for Savers Thomas McCoy explains why high inflation should be a wake-up call for long-term savers

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...

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 ®

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...

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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 ®

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...

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Are Lifetime ISAs really worth it? 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 ®

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...

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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!

Wealth manager Q&A with Olivia Bowen: Be in tune with your values | Portfolio Adviser Castlefield’s Olivia Bowen on responsible investing, fostering deeper relationships with clients for the good of society and bringing your personal ethics with you to work

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 recognised as 'Best Buy' for ethical investment funds 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 ®

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:

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