Castle Wealth

Castle Wealth provides independent financial advice and wealth management to clients in Hertfordshire and Essex. We offer professional advice and guidance to individuals and business owners on a wide range of financial services.

As a boutique-style practice, we have the added advantage of being able to offer modern, bespoke propositions based upon a well-defined and proven business philosophy. We believe in maintaining excellent relationships with all our clients irrespective of portfolio size or requirements. This helps us to fully understand their needs and in turn helps our valued clients to establish a trusted and long-term relationship with their financial adviser. We are very proud of our high standard of customer service and this provision continues to be at the very heart of our business.

Financial advice can seem complex, overwhelming and even intimidating to some.