UK (FCA)
Authorised
Authorised since September 2025
Last updated 11 February 2026
Castle Wealth Limited
Investment and advice, Holistic financial planner
Location
Castle Wealth, Unit 20, Old Park Farm Main Road, Chelmsford, Essex, CM3 1LN
Summary
Castle Wealth Limited is a Chelmsford-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
Role appointment: Responsible for Insurance Distribution (Mr Anthony Castle)
Firm permissions
Designated Investment Business
Latest financial accounts
Key people
FAQ
Explore more public profiles and role directories.