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. Inspire confidence and peace of mind that your finances and financial plans are suitable, well organised and on track.
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 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.
Services
Castle Wealth began with a simple aim - To provide high quality and independent financial advice complemented with an unrivalled approach to ongoing service and support. 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.
Creating a professional financial planning strategy. We make sure we take the time to understand your needs, goals and preferences before we make any recommendations. We'll require you to gather financial information in advance of our meeting. This will enable us to develop a clearer picture about your particular situation.
Managing your accumulated wealth and ensuring the financial security of yourself and your loved ones eases the stresses of day-to-day living and allows a level of comfort which may otherwise be difficult to achieve. Since the very beginning, Castle Wealth has firmly believed that choosing an independent financial adviser is one of the most important decisions you will make.
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. Many of our clients have personally trusted us for over a decade, and throughout this period we've developed many good friendships. Castle Wealth Ltd is an appointed representative of Sanlam Partnerships Ltd which is authorised and regulated by the Financial Conduct Authority.
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.
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.
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.
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