• info@castlewealth.co.uk
  • 01279 874505

Independent Financial Advice

  • About Us
    Castle Wealth is an Independent Financial Adviser firm with a simple aim – To provide quality and independent financial advice complemented with an unrivalled approach to ongoing service and support.
  • What We Do
    Inspire confidence and peace of mind that your finances and financial plans are suitable, well organised and on track.
  • How We Do It
    We listen, we take the time to understand your requirements and we then go on to provide the support you need in the individual way that best suits you.

We are a firm of independent financial advisers specialising in providing advice on pensions, investments, Inheritance Tax planning, wealth and personal protection. We also provide advisory services to small, mid-size and large businesses.

Working from our offices in Bishops Stortford, Chelmsford and Hertford, we understand the major financial decisions you make will have significant and life-changing consequences. Our established adviser team have been providing professional advice to clients for approaching 20 years.

Our intention is to provide structure and clarity to your finances and, most importantly, the advice you receive from us will enable you to make well-informed decisions about your financial arrangements.

We believe in maintaining excellent relationships with all our clients irrespective of portfolio size or requirements. This helps us to fully understand their needs and in turn helps our valued clients to establish a trusted and long-term relationship with their financial adviser. We are very proud of our high standard of service and this provision continues to be at the very heart of our business.

Please browse our website to find out more about who we are, our level of knowledge, experience and expertise, and how we conduct business. For further information, please contact us.

The Financial Conduct Authority (FCA) do not regulate Inheritance Tax Planning, Tax and Trusts.

What’s important to Castle Wealth….

Our Clients!

We are dedicated to the ongoing responsibilities we have to our clients and we deliver upon our service promises. We do not sell products or value anyone’s interests over and above that of our clients.

Our typical client

Our typical client:

We look after clients with varying degrees of wealth and circumstance. We manage their savings, investments and retirement planning to ensure that they are receiving the best return with appropriate performance and behaviours.

Often we attract savers who are looking to achieve better returns or investors who are not necessarily receiving peace of mind from their investments and/or pensions.

Our growth aim

Our Aim:

To continue to provide unrivalled services to our existing clients and to grow our business by improving the financial arrangements of our clients, their friends and their families.

We WILL...

  • Set realistic and achievable objectives / expectations
  • Ensure that you understand our services and fees completely before you make decisions
  • Be consistent in the level of service we provide
  • Be 100% clear and honest in the way that we work
  • Be patient and understanding to your needs and requirements
  • Be professional and friendly in all communications
  • Tailor our support to your own individual requirements
  • Treat you fairly and will only ever act in your best interests, not our own

We WON'T...

  • Make promises that we can’t keep
  • Mislead you in anyway in respect of our services, fees or commitments to you
  • Charge any more than what is deemed fair and acceptable for the services provided
  • Disappear following advice. We offer a service focused approach and your ongoing relationship is more important to us than the initial set-up.

Treating Customers Fairly

Treating Customers Fairly

Castle Wealth are regulated by the Financial Conduct Authority (FCA), and we are happy to work within a regulated environment which prioritises the interests of consumers.

Castle Wealth have satisfied the rigorous criteria relating to professional qualifications and ethical good practice. You can therefore be confident that you are dealing with one of the UK's leading firms that are wholly committed to providing you with the best possible advice, service and support.

"Excellent service with friendly and informal meetings.  All documents, options and recommendations are clearly explained which makes me feel confident that decisions made are right for me."


"Tony has been looking after my investments for a number of years now and I have been delighted with the results of the choices he has made on my account. He is always professional, explains everything clearly and I am confident in his management of my savings.  The office staff are friendly and approachable and always ready to help. I can happily recommend the services provided by Castle Wealth."

Mrs G

"I would like to thank you all for diligently looking after mine and my wife's interest. We are very happy with Tony Castle, and the personal service he offers us. He has taken all the pressure off us and allow us to concentrate on enjoying our retirement. Thank you Tony. I would like to mention the office staff - reliable is the word to use. Thank u all from my wife and myself."

Mr and Mrs K

"We have been with Castle Wealth since its inception and have been extremely happy with the service and advice given. Being part of Castle Wealth is like being part of a big happy family and this warm friendly approach is very reassuring."


"I have used the services of Castle Wealth for the last three years and have been very satisfied with the results to date and the general handling of my portfolio. Tony was recommended to me by my personal banker in a high street bank and I was impressed with his professional and fastidious approach to our personal requirements. I have always found him to be proactive at setting up meetings and has been very up front on levels of risk and fees to be incurred. I have no hesitation in recommending Castle Wealth."


"Following on and off deliberations with Castle Wealth we agreed with Mr Castle to place our funds with his company. We were given a very detailed explanation of the way in which the proposed investments would be handled as cash and ISAs were involved. Since the time when we placed our investments with Castle Wealth in 2014 we have complete confidence in the management of our funds, which, under Tony Castle's guidance, have performed above our expectations. Therefore we would recommend this company to those who wish to place capital for investment purposes."


"Castle Wealth is one of the best decisions regarding money we’ve taken and has had a considerable, positive effect on our lifestyle. Finance, pensions and the surrounding legislation sometimes seems designed to confuse but we feel completely secure and informed with Tony’s explanations and transparency. Investments have been demystified, pension funds are almost fun and the twice-yearly face-to face meetings assures us that are finances are being expertly handled."


"Straight talking and professional with proven track record. I have invested with positive outcomes for over twelve years and will continue."


"Tony Castle and the team at Castle Wealth have been handling our investments now for 4 years. We have been impressed by the professional approach of the whole company and would recommend Tony’s services to anyone looking for independent financial advice and planning."


"Tony has been my financial adviser for a number of years and has always provided sound, professional and friendly advice. As a result I have recommended Tony to a friend who I believe has now also become a client."


"Tony has been a great help to us in managing our financial affairs. We look forward in confidence to the support and advice that he and Castle Wealth will give us in the future."


"I feel I can trust Tony to deal with my financial affairs. When he says he is going to do something it is done promptly in a friendly and professional manner. All the “i”s are dotted and the “t”s crossed!"


"Since using Castle Wealth I’ve never been more comfortable talking all things financial. They bring you a courteous friendly and informative service, with In depth analysis of your financial position. Unlike some it’s always a pleasure to meet up to discuss the future."


Free Services and Support

We have chosen to offer a portfolio of free services to allow you to gain an understanding of your assets and to establish whether Castle Wealth is a good fit for you and your finances, without cost or commitment.

Bishops Stortford
(Head Office)

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

T: 01279 874 505


Castle Wealth Ltd
Old Park Farm
Ford End
Essex CM3 1LN

T: 01245 860 912


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

T: 01992 350 132


E: info@castlewealth.co.uk