We’re fully registered to serve *(Company number OC302833)...
Gathering assets to do good and make a world of difference.
We're CastleField Alliance, an investment management and financial planning business with a reputation for being at the forefront of responsible ethical investing.
People deserve an institution that understands what they want: simple features, easy-to-use products and helpful solutions. That’s where we come in... As an employee-owned organisation CastleField Alliance exists to help clients and colleagues to achieve their personal goals, whilst promoting and supporting the welfare of the widest community of stakeholders.
The CastleField Alliance story began in 2002, when a small team of colleagues decided to found a business that could provide a truly personal service. From day one, we wanted to be a business with clients at its centre and one that could also give all colleagues the chance to share in its future.
Over the last twenty years, we’ve grown and joined forces with two very well-established ethical advice businesses. Today, we're an award-winning, employee-owned ethical investment and advice group that's part-owned by a grant-making charitable foundation. We can quite confidently say we’re "the most firmly established ethically focused advice business in the UK"
You’re looking at an award-winning institution
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