Casterbridge Wealth

Casterbridge Wealth is an investment management firm which is totally focused on our clients. We are here to help those who appreciate our respect for personal loyalty and who are looking for a confidently independent approach to managing their assets.

We invest time into monitoring and adjusting your portfolio, freeing up your valuable time for those things that matter to you.

We grow with you, making provisions for the future whilst all the time maintaining the personal approach to our services. Whether you choose our Managed Portfolio Service or our Discretionary Portfolio Service, providing personal service is at the heart of what we do.


Your Portfolio

Your asset base needs to match your needs both now and in the future

Your Professional

Your Investment manager must understand how you want to work and what gives you confidence

Your Place

You should be the first consideration when we discuss where to meet

Personal service is at the heart of what we do

Our Story 

Casterbridge Wealth was born out of our clients’ desire for traditional and private client investment management services. Decades of experience have been blended with all that we’ve learnt from our clients over the years.

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Our Awards


City Wire WM Regional Stars Award Logo JPEG

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