Castle Wealth

Castle Wealth is a firm of independent financial advisers that is dedicated to providing quality and independent financial advice, complemented with an unrivalled approach to ongoing service and support. Our aim is to inspire confidence and peace of mind in our clients, ensuring that their finances and financial plans are suitable, well-organised, and on track.

With a team of experienced and professional advisers, we specialise 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. Our offices in Bishops Stortford, Chelmsford, and Hertford allow us to understand the specific needs of our clients and provide tailored solutions to meet their financial goals.

Our Approach

At Castle Wealth, we believe in maintaining excellent relationships with all our clients, regardless of portfolio size or requirements. This helps us to fully understand their needs and establish a trusted and long-term relationship with their financial adviser. We are committed to delivering exceptional service, and our approach is centred around our clients' needs, providing them with the support and guidance they require to make informed decisions about their financial arrangements.

Our Services

We offer a comprehensive range of services, including investments, pensions, protection, and complimentary services. Our investment services are designed to help our clients achieve their financial goals, whether it's saving for retirement, generating income, or growing their wealth. Our pension services focus on providing advice on all aspects of pension planning, including retirement income, inheritance tax planning, and pension consolidation. Our protection services are designed to provide our clients with peace of mind, ensuring that they and their loved ones are financially protected in the event of unexpected events.

Our Commitment

At Castle Wealth, we are committed to providing exceptional service and support to our clients. We believe in setting realistic and achievable objectives, ensuring that our clients understand our services and fees completely before they make decisions. We are consistent in the level of service we provide, and we are 100% clear and honest in the way that we work. We are patient and understanding of our clients' needs and requirements, and we tailor our support to their individual needs.