iiinova — where your digital self keeps evolving

Castlefield UK @castlefielduk.bsky.social · 09/04/2026

Protecting your personal and financial data is a key part of looking after your long‑term #prosperity. @castlefielduk.bsky.social's Nyle Yates and Olivia Shields bring together some practical #guidance to help you stay safe and secure online. www.castlefield.com/home/media/b...

castlefield.com

Staying Safe Online: a Practical Guide for Thoughtful Investors

Cybercrime is no longer just a technology issue; it’s an evolving risk that affects individuals and investors alike. With this in mind, we’ve brought together some practical guidance to help you stay safe online.

010

Castlefield UK @castlefielduk.bsky.social · 05/03/2026

With #WorldBookDay reminding us of the power of a good book, we asked co-owners to share #climate and #environment books that have influenced them. @castlefielduk.bsky.social's Olivia Shields shares the books that have sparked conversation and inspired action. www.castlefield.com/home/media/b...

castlefield.com

What we’ve been reading: The Books Shaping Our Thinking on Climate and Nature

We asked co-owners to share the climate and environment books that have influenced them most, and why. These are the titles that have sparked conversations and inspired action across our team.

020

Castlefield UK @castlefielduk.bsky.social · 08/01/2026

Our latest Diversity & Inclusion report: 'Belonging at Castlefield' offers an insight into the @castlefielduk.bsky.social #culture and ethos. The report details our gender pay, salary bandings, #ethnicity and #diversity. Learn more and download the report here: castlefield.com/home/about-u...

010

Castlefield UK @castlefielduk.bsky.social · 08/12/2025

At @castlefielduk.bsky.social we're dedicated to making #Christmas more #sustainable and greener for everyone. This guide provides five practical tips to help you enjoy a more #ethical and environmentally friendly Christmas. www.castlefield.com/home/media/b...

castlefield.com

Five tips for achieving a more sustainable Christmas

010

Castlefield UK @castlefielduk.bsky.social · 22/10/2025

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...

uksif.org

UKSIF & PwC report: UK SDR and investment labels- Implementation lessons and the road ahead – UKSIF

022

Reposted by Castlefield UK

UK Sustainable Investment and Finance Association @uksif.bsky.social · 17/10/2025

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/

011

Castlefield UK @castlefielduk.bsky.social · 30/09/2025

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...

castlefield.com

Recent Engagement with Unilever

We engaged with Unilever on two separate occasions during Q2

000

Castlefield UK @castlefielduk.bsky.social · 12/09/2025

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...

businessgreen.com

Women in Green Business Awards 2025: Finalists announced

Check out the full shortlist for the second annual Women in Green Business Awards

010

Castlefield UK @castlefielduk.bsky.social · 05/09/2025

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

castlefield.com

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

000

Castlefield UK @castlefielduk.bsky.social · 03/09/2025

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...

castlefield.com

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

000

Castlefield UK @castlefielduk.bsky.social · 29/08/2025

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.

castlefield.com

Co-owner close up - Liam Blackshaw

Co-owner close up with Liam Blackshaw

000

Castlefield UK @castlefielduk.bsky.social · 28/08/2025

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.

castlefield.com

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?

000

Castlefield UK @castlefielduk.bsky.social · 27/08/2025

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

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

000

Castlefield UK @castlefielduk.bsky.social · 25/08/2025

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.

castlefield.com

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

000

Castlefield UK @castlefielduk.bsky.social · 21/08/2025

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

castlefield.com

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

000

Castlefield UK @castlefielduk.bsky.social · 19/08/2025

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

Castlefield's Ita McMahon: Engaging on AI - PA Future

How are ethical investors and responsible business practitioners starting to address the ethics of AI?

000

Castlefield UK @castlefielduk.bsky.social · 18/08/2025

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

castlefield.com

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 ®

000

Castlefield UK @castlefielduk.bsky.social · 18/08/2025

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.

castlefield.com

High Inflation – A Wake-Up Call for Savers

Thomas McCoy explains why high inflation should be a wake-up call for long-term savers

001

Castlefield UK @castlefielduk.bsky.social · 15/08/2025

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.com

Co-owner close up - Liam Blackshaw

Co-owner close up with Liam Blackshaw

000

Castlefield UK @castlefielduk.bsky.social · 14/08/2025

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

future.portfolio-adviser.com

Castlefield's Ita McMahon: Engaging on AI - PA Future

How are ethical investors and responsible business practitioners starting to address the ethics of AI?

000

Castlefield UK @castlefielduk.bsky.social · 06/08/2025

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

castlefield.com

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

000

Castlefield UK @castlefielduk.bsky.social · 05/08/2025

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

castlefield.com

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

000

Castlefield UK @castlefielduk.bsky.social · 04/08/2025

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...

castlefield.com

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 ®

000

Castlefield UK @castlefielduk.bsky.social · 28/07/2025

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...

castlefield.com

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 ®

000

Castlefield UK @castlefielduk.bsky.social · 25/07/2025

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...

castlefield.com

High Inflation – A Wake-Up Call for Savers

Thomas McCoy explains why high inflation should be a wake-up call for long-term savers

000

Castlefield UK @castlefielduk.bsky.social · 18/07/2025

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

castlefield.com

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 ®

000

Castlefield UK @castlefielduk.bsky.social · 01/07/2025

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:

castlefield.com

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 ®

000

Castlefield UK @castlefielduk.bsky.social · 27/06/2025

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

000

Castlefield UK @castlefielduk.bsky.social · 18/06/2025

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!

000

Castlefield UK @castlefielduk.bsky.social · 14/06/2025

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

castlefield.com

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 ®

000

Castlefield UK @castlefielduk.bsky.social · 13/06/2025

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...

castlefield.com

Castlefield Charity Summer Seminar 2025

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 ®

000

Castlefield UK @castlefielduk.bsky.social · 10/06/2025

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

000

Castlefield UK @castlefielduk.bsky.social · 02/06/2025

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.

uksif.org

Strengthening remuneration practices through active stewardshipBarney Timson, Assistant Investment Analyst, Castlefield – UKSIF

Barney Timson, Assistant Investment Analyst, Castlefield

001

Castlefield UK @castlefielduk.bsky.social · 02/06/2025

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...

castlefield.com

Video: Our Thoughtful Investor Approach

Castlefield Founder John Eckersley explains our proprietary Thoughtful Investor Approach

001

Castlefield UK @castlefielduk.bsky.social · 30/05/2025

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...

001

Castlefield UK @castlefielduk.bsky.social · 22/05/2025

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.

castlefield.com

Castlefield Stock Story - AB Dynamics

Castlefield Investment Analyst David Gorman introduces AB Dynamics - the automotive testing company at the forefront of vehicle safety.

000

Castlefield UK @castlefielduk.bsky.social · 15/05/2025

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-...

000

Castlefield UK @castlefielduk.bsky.social · 09/05/2025

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...

castlefield.com

Video: Our Thoughtful Investor Approach

Castlefield Founder John Eckersley explains our proprietary Thoughtful Investor Approach

000

Castlefield UK @castlefielduk.bsky.social · 08/05/2025

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

future.portfolio-adviser.com

Views from the stewardship front line: Why there's reason for optimism - PA Future

Castlefield's Ita McMahon outlines her reasons for remaining optimistic about investee firms' green commitments

000

Castlefield UK @castlefielduk.bsky.social · 07/05/2025

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...

investorschronicle.co.uk

‘How will my sports memorabilia profits be taxed?’

Tax & Pensions Clinic: One reader has a collection to sell, and another one wants to know how much tax-free cash he is entitled to

000

Castlefield UK @castlefielduk.bsky.social · 06/05/2025

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...

castlefield.com

Launch of latest Annual Stewardship Report

We're delighted to announce the latest Annual Stewardship Report launch

000

Castlefield UK @castlefielduk.bsky.social · 26/04/2025

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...

001

Castlefield UK @castlefielduk.bsky.social · 24/04/2025

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...

001