1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. East Of England
  6. breadcrumb-arrow
  7. Essex
  8. breadcrumb-arrow
  9. Great Hallingbury
  10. breadcrumb-arrow
  11. Castle Wealth Ltd

Castle Wealth Ltd

Independent Financial Adviser  Thremhall Park, Bishops Stortford, 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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Rest of world
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 17th January 2022
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
  • icons
    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 17th January 2022

Similar advisers near you

Talis IFA - Rachel Johnston
Independent Financial Adviser 1.74 mi
I excel at making the complex seem simple and really being able to get to the heart of your aspirations. My aim is to form strong and lasting relationships, making sure you always have the best solution whatever your needs may be.
 
See profile
Flying Colours
Independent Financial Adviser 2.27 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
 
See profile
Fairstone Financial Management Ltd
Independent Financial Adviser 2.34 mi
One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
 
See profile
Advance Wealth Ltd
Independent Financial Adviser 2.41 mi
Providing professional financial planning services for private individuals and businesses.
 
See profile