Casterbridge - Salisbury

Address: Suite 4, Casterbridge, Brewery House, 36 Milford St, Salisbury SP1 2AP, United Kingdom.

Phone: 8006444848.

Website: casterbridgewealth.co.uk.

Casterbridge Wealth

Investment company specializing in providing bespoke, professional investment management services.

Characteristics:

• Wheelchair accessible entrance
• Investment company
• Specializes in bespoke, professional investment management

Opinions:

Casterbridge Wealth has received overwhelmingly positive reviews from clients and financial advisers alike.

Reviewers praise the company's exceptional communication skills, transparent decision-making process, and commitment to building trust and peace of mind.

Specialties:

• Investment management
• Bespoke, professional services
• Investment company

Other points of interest:

• Located in Salisbury, United Kingdom
• Phone number: 8006444848
• Website: casterbridgewealth.co.uk

Average opinion:

5/5

Based on 2 reviews on Google My Business.

👍 Reviews of Casterbridge

Abi S.

5/5

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.

Nathan H.

5/5

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.