Castle Wealth Limited
Investment and advice, Holistic financial planner
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
First authorised by the FCA
Permission update: Advising (ex Pension Transfers/Opt Outs)
Permission update: Making arrangements
Firm permissions
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Anthony Castle
CPD4 - Personal recommendation on retail investments (not broker funds)
Mr Crispin Paul Homer
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr Crispin Paul Homer
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Mr Anthony Castle
FAQ
Explore more public profiles and role directories.