Castle Wealth Ltd

Independent Financial Adviser Thremhall Park, Start Hill, Offices also in Chelmsford, Essex, Bishops Stortford, Hertfordshire, CM22 7WE
First meeting at adviser's own cost
Response rating
9.2 /10
FCA verified
16th September 2019
We are specialists in providing quality and clear Independent Financial Advice. Working from our offices in Hertfordshire and Essex.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • EEA
    • Rest of world
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Anthony Castle
Managing Ifa
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”
Mr C Burrowes, Takeley
“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 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
Where to find us

Thremhall Park, Start Hill, Offices also in Chelmsford, Essex, Bishops Stortford, Hertfordshire, CM22 7WE

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

Castle Wealth Ltd is an appointed representative of Tavistock Financial Limited which is authorised ad regulated by the Financial Services Authority. FSA Number 588656

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