Castlerock Wealth Management
Our success will be measured by our clients choosing us because of their belief in our ability to meet and exceed their expectations of performance, client service, and expertise.
At Castlerock Wealth Management we specialise in the provision of face-to-face financial advice to individuals, trustees and businesses. Castlerock Wealth Management was founded with the philosophy of providing an invaluable resource to those individuals who are time limited and need professional advice. Our team of wealth professionals provide bespoke investment, retirement, and estate planning as well as taxation and protection advice. We place a strong emphasis on making the complex decisions easy for clients. We eliminate the complexity; provide you with clarity, and the decision making becomes easy. We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning.
Address: Innovation Centre, Maidstone Road Chatham Kent ME5 9FD, UK
Phone: +44 203 3300 940
FAX: +44 203 3300 949
