Castlerock Wealth Management is a financial planning company based out of Rochester, United Kingdom.
We specialise in the provision of face-to-face financial advice to individuals, trustees and businesses.
Our team of wealth professionals provide bespoke investment, retirement, and estate planning as well as taxation and protection advice to individuals, trustees and businesses. 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.
Castlerock Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).
Company Details
- Employees
- 2
- Founded
- -
- Address
- 26 High Street, Rochester,kent Me1 1pt,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Keywords
- Investment Planning, Retirement Planning, Protection Planning, ISAs, Junior ISAs, IHT Planning, SIPPs.
- HQ
- Rochester, Kent
- Competitors
- Chelmer Wealth Management Ltd, Arvan Wealth Management, Kingsmarque Wealth Management, H20 Swim Fitness, OREIS, Sir Joseph Williamson's Mathematical School, Reddings Wealth Management Ltd, Lansdowne Wealth Management, LLC, Ben Ricketts Wealth Management Ltd, BLACKWATER WEALTH MANAGEMENT LIMITED.
Castlerock Wealth Management Questions
Castlerock Wealth Management's website is https://www.castlerockwealth.co.uk/
Castlerock Wealth Management's LinkedIn profile is https://www.linkedin.com/company/castlerock-wealth-management
Castlerock Wealth Management has
2 employees.
View email and phone details for 2
employees at Castlerock Wealth Management.
Castlerock Wealth Management's industry is
Financial Services
Castlerock Wealth Management's top competitors are
Chelmer Wealth Management Ltd,
Arvan Wealth Management,
Kingsmarque Wealth Management,
H20 Swim Fitness,
Oreis,
Sir Joseph Williamson's Mathematical School,
Reddings Wealth Management Ltd,
Lansdowne Wealth Management, Llc,
Ben Ricketts Wealth Management Ltd,
Blackwater Wealth Management Limited.
Castlerock Wealth Management's categories are Financial Services
Castlerock Wealth Management's founding year is 2008
