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.