Author | Lightnews

Castlefield UK @castlefielduk.bsky.social · 9d

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

uksif.org

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Reposted by Castlefield UK

UK Sustainable Investment and Finance Association @uksif.bsky.social · 14d

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/

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Castlefield UK @castlefielduk.bsky.social · Sep 30

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...

Recent Engagement with Unilever

We engaged with Unilever on two separate occasions during Q2

www.castlefield.com

Castlefield UK @castlefielduk.bsky.social · Sep 13

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

Castlefield UK @castlefielduk.bsky.social · Sep 12

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...

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

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Castlefield UK @castlefielduk.bsky.social · Sep 5

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 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

Castlefield UK @castlefielduk.bsky.social · Sep 3

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...

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

Castlefield UK @castlefielduk.bsky.social · Aug 29

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.

Co-owner close up - Liam Blackshaw

Co-owner close up with Liam Blackshaw

www.castlefield.com

Castlefield UK @castlefielduk.bsky.social · Aug 28

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.

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

Castlefield UK @castlefielduk.bsky.social · Aug 27

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

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

Castlefield UK @castlefielduk.bsky.social · Aug 25

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.

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

Castlefield UK @castlefielduk.bsky.social · Aug 21

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

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

Castlefield UK @castlefielduk.bsky.social · Aug 19

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

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

Castlefield UK @castlefielduk.bsky.social · Aug 18

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 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

Castlefield UK @castlefielduk.bsky.social · Aug 18

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.

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

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Castlefield UK @castlefielduk.bsky.social · Aug 15

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...

Co-owner close up - Liam Blackshaw

Co-owner close up with Liam Blackshaw

castlefield.com

Castlefield UK @castlefielduk.bsky.social · Aug 14

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

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

Castlefield UK @castlefielduk.bsky.social · Aug 7

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

Castlefield UK @castlefielduk.bsky.social · Aug 6

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

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

Castlefield UK @castlefielduk.bsky.social · Aug 5

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

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

Castlefield UK @castlefielduk.bsky.social · Aug 4

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 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

Castlefield UK @castlefielduk.bsky.social · Jul 28

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...

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

Castlefield UK @castlefielduk.bsky.social · Jul 25

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...

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

Castlefield UK @castlefielduk.bsky.social · Jul 24

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

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

Castlefield UK @castlefielduk.bsky.social · Jul 18

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 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