Castle Wealth
Independent financial planning and wealth advice for individuals, families and business owners in the UK
Highlights
- New on EvolcAdded 2026-11-08
About Castle Wealth
Castle Wealth provides independent financial advice, including investment strategy, pension and retirement planning, protection, inheritance tax planning and cash-flow modelling. It also manages savings and investment portfolios and provides ongoing oversight.
Its clients include individuals, families and business owners seeking financial planning and long-term advisory support. The firm is authorised and regulated by the Financial Conduct Authority.
Castle Wealth Limited was founded in 2011 and is headquartered in Great Chesterford, with offices in Bishop’s Stortford and Chelmsford.
Product: Independent financial advice, wealth management, investment and pension planning, protection, and related financial planning services.
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Website technologies
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Website detection does not establish a paid subscription or company-wide use. Tools loaded after consent or sign-in may be missed. “No longer observed” does not prove the company stopped using a tool.
