What our clients say
“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”
“Tony’s enthusiasm for his work gives us confidence in him. We find him easy to work with and always professional and reliable”.
“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”.
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 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.