Castle Court Wealth Management LLP

Castle Court Wealth Management LLP provides wealth management services. It specializes in providing personal advice on various aspects of wealth management; and assists businesses in the areas of corporate financial planning, providing guidance on pensions, protection for directors or key shareholders, tax reliefs, and the aspects of exit strategy planning. The company offers investment services, including investing for income, growth and income portfolios, ISAs, junior ISAs, investment bonds, unit trusts, and offshore investment services; and retirement planning services, such as nearing retirement, self-invested pension plan, employed, employer, self-employed, and trustee services. It also provides insurance and protection services, including inheritance tax, gift, protection planning, later life planning, long term care, and professional trustee services; and corporate services, such as pension reform, corporate planning, shareholder, employee benefit, and corporate pension services. In addition, the company offers personal cash and borrowing services, such as saving, mortgage, and commercial lending services; and other services. It serves individuals, professional sportspeople, and company/business owners. The company was founded in 2012 and is based in Cardiff, United Kingdom.