Salisbury, United Kingdom
Suite 4, Brewery House, 36 Milford St
N/A
+44 8006444848
Casterbridge Wealth provide a first class service to both clients and Financial advisers. They know the value of good communication and go the extra mile to keep everyone informed on the decisions being made with their money, which helps builds trust and peace of mind. I would highly recommend Casterbridge Wealth for truly bespoke, professional investment management.
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I was struggling to find a discretionary manager that could take on a portfolio that had been invested in poorly by the previous manager and needed an overhaul. Putting the customer first, Casterbridge patiently reworked the portfolio to a risk appropriate portfolio without incurring the client additional losses or expenses. The performance of the portfolio has been more inline with the clients expectations and the regular updates appreciated. I don't feel this personalised approach is widely available.
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