• info@castlewealth.co.uk
  • 01279 874505

Independent Financial Advice

About Us

Castle Wealth began with a simple aim – To provide high quality and independent financial advice complimented with an unrivalled approach to ongoing service and support.

Castle Wealth has been built based on honesty, reliability and an excellent service. Many of our clients have personally trusted us for over a decade, and throughout this period we’ve developed many good friendships.

Based in Bishops Stortford, Chelmsford and Hertford, we provide impartial, unbiased and objective independent financial advice with a view to protecting and enhancing our clients' wealth and sense of well-being.

Our qualified independent advisers cover the whole financial services market. Whether you are seeking to build an investment portfolio or create a tax-efficient retirement strategy, we have the expertise to provide the solutions.

Our clients’ best interests are our primary concern. It may be obvious to say that our own success is a by-product of how well we serve our clients. Yet experience shows us that not all firms follow this approach or give their clients the level of service they deserve.

The sustained growth of the firm through difficult economic conditions, taken together with the loyalty of its client base, demonstrates Castle Wealth’s ability to successfully manage its clients’ investments through the vicissitudes of the market.

We are dedicated to complying fully with the letter and spirit of the laws, rules and ethical principles that govern us. Our continued success depends upon unswerving adherence to these standards.

Our goal is to continue to serve our clients with unrivalled service and to grow organically through client referrals. This is how the business was established and is how it continues to grow.

Impartial advice of the highest quality

At Castle Wealth, our highly skilled advisers use state-of-the-art technology, enabling us to meet all of our clients' financial needs, both personally and corporately, and achieve their objectives in the most cost-effective way.

This is important because there are literally thousands of different options available, and our clients want to be certain that any investment, pension, healthcare or insurance recommendations that we present for consideration are the most appropriate to their individual needs.

In other words, recommendations that are totally in our clients' interests – not someone else’s.

The benefits of a relationship with Castle Wealth:

  • One-to-one client-adviser relationship
  • Your adviser assumes 100% responsibility for the end-to-end process of your advice
  • All meetings are pre-booked. Advance appointments are scheduled at the close of each meeting
  • We pride ourselves in being ethical and dedicated to working for and in the best interests of our clients
  • We are able to adapt quickly and efficiently with industry changes ensuring we are always working to – if not exceeding – the standards that are expected of us by our regulators and our clients
  • Genuine independent advice
  • Our fee structure is tailored to reflect the services provided
  • Responsible, committed and genuine support for you and your financial circumstances.

Treating Customers Fairly

Building rewarding relationships

Our initial meeting is without charge, after which we provide in writing a full explanation of costs. We do nothing until we have a thorough understanding of our clients' requirements.

With that knowledge, we can identify the products that will enable our clients to achieve their goals, delivered by an entirely personal service. We then prepare and analyse recommendations, assessing benefits against cost.

Our final proposals are well-researched and constructed on the basis of what’s best for our clients and nobody else. And, of course, we are prepared to work alongside our clients' accountants and solicitors.

We firmly believe in the importance of working together to build rewarding relationships, and working closely with our clients enables us to help them fulfil and achieve their objectives.

Bishops Stortford
(Head Office)

Castle Wealth Ltd
Thremhall Park
Start Hill
Bishop’s Stortford
Hertfordshire CM22 7WE

T: 01279 874 505

Chelmsford
 

Castle Wealth Ltd
Springfield Lyons House
Chelmsford Business Park
Chelmsford
Essex CM2 5LB

T: 01245 860 912

Hertford
 

Castle Wealth Ltd
The Town House
114-116 Fore Street
Hertford
SG14 1AJ

T: 01992 350 132

 
 

E: info@castlewealth.co.uk

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