Casterbridge Wealth Ltd
-
Suite 4, Brewery House, 36 Milford St
Salisbury, eng SP1 2AP - (800) 644-4848
Hours
Chamber Rating
-
Nathan Harris
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.
Feb 27th, 2021 -
Abi Stidworthy
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.
Jul 19th, 2020
Contact Info
- (800) 644-4848
Questions & Answers
Q What is the phone number for Casterbridge Wealth Ltd?
A The phone number for Casterbridge Wealth Ltd is: (800) 644-4848.
Q Where is Casterbridge Wealth Ltd located?
A Casterbridge Wealth Ltd is located at Suite 4, Brewery House, 36 Milford St, Salisbury, eng SP1 2AP
Q What is the internet address for Casterbridge Wealth Ltd?
A The website (URL) for Casterbridge Wealth Ltd is: http://casterbridgewealth.co.uk/
Q What days are Casterbridge Wealth Ltd open?
A Casterbridge Wealth Ltd is open:
Thursday: 8:30 AM - 8:30 AM
Friday: 8:30 AM - 8:30 AM
Saturday: Closed
Sunday: Closed
Monday: 8:30 AM - 5:00 PM
Tuesday: 8:30 AM - 5:00 PM
Wednesday: 8:30 AM - 8:30 AM
Q How is Casterbridge Wealth Ltd rated?
A Casterbridge Wealth Ltd has a 5.0 Star Rating from 2 reviewers.
Hours
Ratings and Reviews
Casterbridge Wealth Ltd
Overall Rating
Overall Rating
( 2 Reviews )Nathan Harris on Google
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.
Abi Stidworthy on Google
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.