Castle Wealth has been built based on honesty, reliability and an excellent service.
Many of our clients have personally trusted us for over a decade, and throughout this period we’ve developed many good friendships.
Castle Wealth offer both personal and corporate advice on a range of financial services including the following:
Personal
- Retirement and pension planning
- Investing for capital growth or income
- School fees planning
- Tax planning and mitigation*
- Protection against critical illness
- Income protection
- Inheritance and succession planning*
- Long-term care
- Private medical insurance*
- Family protection life assurance
Corporate
- Employee benefits implementation and management
- Flexible employee benefits menu systems
- Pension schemes
- Group income protection
- Group Private Medical Insurance
- Group death-in-service and dependants benefit schemes
- Partnership and directors share protection
- Key person business protection
- Advice for your employees if required
*The Financial Conduct Authority (FCA) does not regulate all of these products and services