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  11. Castle Wealth Ltd

Castle Wealth Ltd

Independent Financial Adviser  Thremhall Park, Bishops Stortford, Hertfordshire, CM22 7WE
First meeting at adviser's own cost
We are specialists in providing quality and clear Independent Financial Advice. Working from our offices in Hertfordshire and Essex.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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EEA
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Rest of world
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 11th October 2021
Meet our advisers
MR Anthony Castle
Managing Ifa

This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, lifetime mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of financial protection plans.

This examination assesses a knowledge and understanding of investment products and the risks involved.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry together with packaged products (pensions, protection and savings and investments) and the giving of investment advice. Chartered Institute of Bankers in Scotland (CIOBS) qualifications are subject to a separate grading with the Scottish Credit and Qualifications Framework (SCQF) - www.scqf.org.uk

What our clients say
“Tony is courteous and polite, as is expected of course, but above all he is very genuine. He is always willing to fit around my personal diary rather than his own, which means that our meetings are relaxed and casual as well as useful. His financial advice is always clear, understandable and relevant to my personal situation - he clearly "does his homework" before meeting me. I confess that I have no understanding of the financial world, so it is essential that I have utter confidence in him – which I do. He was my adviser at his former employers (a bank) and when he left them I moved with him. I still use the bank and it is clear that the staff there continue to have a deep respect for him. For a monetary ignoramus such as me, he is the perfect IFA”.
C Plant, Bishops Stortford
“Tony’s enthusiasm for his work gives us confidence in him. We find him easy to work with and always professional and reliable”.
Mr & Mrs Fung, Felsted
“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”
Mr C Burrowes, Takeley
About us

Castle Wealth is Independent Financial Advisor practicing from our offices in Hertfordshire (Bishops Stortford) and Essex (Chelmsford). We can see you at home (within 150 miles) or at our offices if preferred.

We focus on providing unrivalled support and service to you and your finances.

Our services

Our strength rests within our honest and upfront service proposition. We provide a structured and clear approach to your financial arrangements. The setup of your financial solutions is stage one, but where required, our on-going support and servicing will make a real difference to you and your finances. Our business is focused on looking after you and your arrangements for the long term, ensuring you receive a consistent approach to your financial advice and that you have somebody that you are familiar with that will provide the on-going support to you where needed.

Where to find us
Head office address: Thremhall Park, Start Hill, Offices also in Chelmsford, Essex, Bishops Stortford, CM22 7WE
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Face to face
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 11th October 2021

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