UK (FCA)
Authorised
Authorised since September 2025
Last updated 11 February 2026
Castle Wealth Limited
Investment and advice, Holistic financial planner
Location
Castle Wealth Limited, Thremhall Park, Start Hill, Bishop's Stortford, Hertfordshire, CM22 7WE
Summary
Castle Wealth Limited is a Bishop's Stortford-based holistic financial planner. It was first authorised by the FCA in 2025. It has permissions related to investments and pensions.
Timeline
1 September 2025
First authorised by the FCA
1 September 2025
Permission update: Advising (ex Pension Transfers/Opt Outs)
1 September 2025
Permission update: Arranging deals in investments
Firm permissions
Designated Investment Business
Latest financial accounts
Key people
FAQ
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