Casterbridge Wealth Limited is an independent, employee-owned firm of Chartered Financial Planners based in the UK. Founded in 2011, the company provides bespoke financial planning and discretionary investment management services to a diverse clientele, including private individuals, trusts, and charities. Their mission is to help clients achieve their financial goals through a long-term, relationship-based approach, combining expert financial advice with a commitment to ethical and transparent practices. The firm is authorised and regulated by the Financial Conduct Authority (FCA).

Founded in

United Kingdom