• info@castlewealth.co.uk
  • 01279 874505

Independent Financial Advice

Our Clients

There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.

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.

Castle Wealth offer both personal and corporate advice on a range of financial services including the following:

Personal

  • Retirement and pension planning
  • Investing for capital growth or income
  • School fees planning
  • Tax planning and mitigation*
  • Protection against critical illness
  • Income protection
  • Inheritance and succession planning
  • Long-term care
  • Private medical insurance*
  • Family protection life assurance

Corporate

  • Employee benefits implementation and management
  • Flexible employee benefits menu systems
  • Pension schemes
  • Group income protection
  • Group Private Medical Insurance
  • Group death-in-service and dependants benefit schemes
  • Partnership and directors share protection
  • Key person business protection
  • Advice for your employees if required

*The Financial Conduct Authority (FCA) does not regulate all of these products and services

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

Top