Financial Planners, Financial Consultants

Castlefield Partners Limited

Castlefield Partners Limited is a financial services company based in Manchester, England. They specialize in providing financial consulting and planning services to their clients. With a team of experienced financial planners, Castlefield Partners Limited is dedicated to helping their clients achieve their financial goals.

Introduction to Castlefield Partners Limited

Castlefield Partners Limited is a financial services company that was founded in 1996 in Manchester, England. Their purpose is to provide clients with ethical and sustainable financial planning and investment advice. What makes Castlefield unique is their commitment to responsible investing and their dedication to social, environmental, and governance issues.

Services & Products

Castlefield Partners Limited offers a range of financial services including financial planning, investment management, and pension advice. They specialize in ethical and sustainable investing, ensuring that their clients' investments align with their values.

Location

Castlefield Partners Limited is located in the heart of Manchester, on Piccadilly. The area is bustling with activity and is known for its trendy shops, restaurants, and bars. The company is easily accessible by public transportation, with the Piccadilly Gardens bus station and Piccadilly train station both within walking distance. The closest public transportation options are the Piccadilly tram stop (0.2 miles), Piccadilly train station (0.3 miles), and Piccadilly Gardens bus station (0.3 miles).

Benefits

Customers should choose Castlefield Partners Limited because of their commitment to ethical and sustainable investing. Their financial consultants and planners are experienced professionals who take the time to truly understand their clients' needs and goals. They provide personalized advice and recommendations based on each client's unique situation.

Good to Know

Customers should be aware that Castlefield Partners Limited is a boutique firm, meaning that they are smaller than some of their competitors. However, this allows them to provide more personalized service to their clients.

Reviews

Customers have praised Castlefield Partners Limited for their expertise in ethical and sustainable investing, as well as their commitment to personalized service. They have been described as knowledgeable, trustworthy, and attentive to detail.

FAQ

What experience do your financial consultants have?

Our financial consultants have a wealth of experience in the financial services industry. They come from diverse backgrounds and have worked with a variety of clients, from individuals to large corporations. We ensure that our consultants have the necessary knowledge and skills to provide clients with the best possible advice.

How do you charge for your services?

We charge for our services based on the specific needs of each client. Our fees are transparent, and we provide a detailed breakdown of all costs involved. We believe in being upfront about our charges and ensuring that our clients fully understand what they are paying for.

Can you provide references or case studies of your past clients?

Yes, we can provide references and case studies of our past clients. We are proud of the work we have done for our clients and are happy to share their stories with potential new clients. We believe that our track record speaks for itself and demonstrates our commitment to providing high-quality financial services.

What professional qualifications do your financial planners have?

Our financial planners are highly qualified professionals with a range of industry-recognized qualifications. They are committed to ongoing professional development and staying up-to-date with the latest trends and best practices in the financial services industry. We believe in investing in our staff and ensuring that they have the knowledge and expertise to provide our clients with the best possible advice.

Can you provide references or testimonials from satisfied clients?

Yes, we can provide references and testimonials from satisfied clients. We believe that our clients are our best advocates and are happy to share their feedback with potential new clients. We value our relationships with our clients and are committed to providing them with the best possible service.