Casterbridge Wealth Ltd
Casterbridge Wealth Ltd is an investment company that offers financial services to clients. Based in Salisbury, England, the company operates out of Suite 4, Brewery House, 36 Milford St, Salisbury SP1 2AP, United Kingdom. Their expertise in the field of investments allows them to provide tailored solutions to meet the needs of their clients.
Introduction to Casterbridge Wealth Ltd
Casterbridge Wealth Ltd is a financial services and investment company based in Salisbury, England. Founded in 2010, the company has steadily grown its client base by providing personalized and expert financial advice to individuals and businesses. What sets this company apart is their commitment to building long-term relationships with their clients, helping them achieve their financial goals through a range of investment strategies.Services & products
Casterbridge Wealth Ltd offers a wide variety of financial services and investment products to their clients. These include financial planning, retirement planning, investment management, tax planning, and estate planning. They offer personalized investment portfolios tailored to each client's unique financial situation and goals. Additionally, they provide regular updates and reviews to ensure their clients' investments remain aligned with their objectives.Location
Casterbridge Wealth Ltd is located in the heart of Salisbury, a historic city in southern England. The area is known for its charming streets, stunning cathedral, and bustling market. In addition to financial services, the area is home to a variety of independent shops, cafes, and restaurants. The closest public transportation options are Salisbury Train Station (0.6 miles), Blue Boar Row bus stop (0.1 miles), and Fisherton Street bus stop (0.2 miles).Benefits
Customers should choose Casterbridge Wealth Ltd for their financial needs because of their personalized approach and commitment to building long-term relationships. They have a team of experienced and knowledgeable advisors who work closely with clients to create customized investment plans. They also provide regular updates and reviews to ensure clients' investments remain on track.Good to know
Customers should be aware that Casterbridge Wealth Ltd is a fee-based investment company, meaning they charge a fee for their services rather than earning commissions on investment products. This ensures that their advice is unbiased and in the best interest of the client.Reviews
Customers have praised Casterbridge Wealth Ltd for their personalized approach and high level of expertise. Many have noted how their advisors take the time to understand their clients' financial goals and risk tolerance before creating a customized investment plan. Customers also appreciate the regular updates and reviews that help them stay on track with their financial goals.Amenities
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financial advice -
tax planning
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retirement planning
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investment portfolio
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wealth management
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online trading
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brokerage account
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mutual funds
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stocks
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bonds
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etfs
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financial planning
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insurance
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risk management
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financial education
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trust services
FAQ
What types of investment options do you offer?
We offer a range of investment options including stocks, bonds, mutual funds, and alternative investments such as private equity and real estate. We work with each client to determine their individual investment goals and risk tolerance to create a customized portfolio.What is your track record for investment returns?
Our track record for investment returns varies based on market conditions and individual client investment strategies. However, we have a team of experienced investment professionals who use a disciplined and research-driven approach to investing, with the goal of achieving long-term growth for our clients.What fees do you charge for your services?
Our fees vary depending on the services provided and the size of the client's portfolio. We are transparent about our fees and provide a clear breakdown of costs before any services are rendered.How do you ensure client investments are secure?
We take the security of our clients' investments very seriously and have strict policies and procedures in place to safeguard their assets. We work with reputable custodians to hold client assets, and our team regularly monitors accounts for any unusual activity.Can you provide references or testimonials from satisfied clients?
We are proud of the relationships we have built with our clients and are happy to provide references or testimonials upon request. Our reputation is built on our commitment to providing personalized, high-quality investment services to each of our clients.Reviews
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Abi Stidworthy
Casterbridge Wealth provide a first class service to both clients and Financial advisers. They know the value of good communication and go the extra mile to keep everyone informed on the decisions being made with their money, which helps builds trust and peace of mind. I would highly recommend Casterbridge Wealth for truly bespoke, professional investment management.
28-05-2021
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Nathan Harris
I was struggling to find a discretionary manager that could take on a portfolio that had been invested in poorly by the previous manager and needed an overhaul. Putting the customer first, Casterbridge patiently reworked the portfolio to a risk appropriate portfolio without incurring the client additional losses or expenses. The performance of the portfolio has been more inline with the clients expectations and the regular updates appreciated. I don't feel this personalised approach is widely available.
28-05-2021
