• info@castlewealth.co.uk
  • 01279 874505

Independent Financial Advice

Private Client Services

The foundation of the service Castle Wealth provide to our clients is built on developing a long-term relationship that enables us over time to recommend the appropriate adjustments required to our clients' financial planning strategy as events inevitably change.

Our approach is simple

We aim to create strategies and structures that enable our clients to protect their wealth and attain financial independence, giving the financial freedom to eventually work through choice and not necessity, or to enjoy retirement without financial barriers or concerns.

Castle Wealth has a wealth of experience in the areas of financial planning and wealth management, and provides clients with a comprehensive service designed to create a bespoke financial planning strategy.

As an individual, your requirements for financial advice change as you go through life’s various stages. Initially, we tend to focus on planning for the future; this may be Retirement Planning or arranging Protection for yourself or your family from unexpected events, such as illness or even premature death.

Once you have accumulated wealth it might be time to receive support and guidance on how best to manage your assets, such as Investment Planning and tax mitigation. Finally, as we approach Retirement, you may need guidance on how best to re-arrange your finances in readiness to enjoy your retirement years. If, as a result of being successful, you are likely to breach Inheritance tax thresholds, you might also wish to explore the best way to manage your assets to ensure that inheritance tax is kept to a minimum.

The FCA does not regulate Taxation.

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

Castle Wealth offers advice to private clients on a whole range of financial services including the following:

  • Investment strategies
  • Pension planning
  • Tax planning strategies
  • Life and health insurance
  • School fees planning
  • At retirement planning
  • Estate planning

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