C A S T L E F I E L D
Castlefield
INSIGHTS In this issue:
Summer 2024 Issue 15
ANNUAL STEWARDSHIP REPORT
CASTLEFIELD JOINS FVC
RUN FOR CHARITY
We're delighted to launch our latest Annual Stewardship Report. Learn more on p.2.
Castlefield has pledged their support to the Financial Vulnerability Taskforce Charter (FVC). Find out more on p.3.
Co-owners raise money for Booth Centre at Great Manchester Run. See charity activities on p.6.
We’re also delighted to share a few recent achievements with you, as we celebrate being named as the 'Best Adviser Firm for ESG', along with being recognised as one of the best financial advice firms to work for. You can read more about these, plus some other recent successes on page 3.
articles from our expert team, including Nathan Cameron, how attitudes Marketing Manager towards sustainable investment differ by age, how investing in vaccines improves health equity across the globe, and how client feedback has helped to shape our approach to voting.
HERE COMES THE SUN For the latest instalment of the Castlefield Insights Newsletter our annual stewardship report takes centre stage. As members of the UK Stewardship Code, we follow the reporting requirements of the Financial Reporting Council, so it is a comprehensive account of the stewardship and engagement activities for the last full year (2023). Hopefully you’ll see the scale and the impact achieved through our active ownership and it showcases how being a Thoughtful Investor works in practice. If you only read one piece, make sure it’s this one!
Our expert team also share a collection of practical pieces including steps high earning parents should take in the light of changes to child benefit, and whether you need to make a power of attorney on page 5. Alongside this, on page 4 we also share some recent opinion pieces and featured
If you would like to provide feedback or you have any suggestions for future pieces, we’d be delighted to hear from you. I hope you enjoy this issue and the (hopefully glorious) summer ahead.