Spring Investment Review

We saw the continuation of a preference toward risk assets in February as sentiment moved from pessimism to optimism largely due to the US-China trade deal nearing an amicable agreement and the likelihood of a hard Brexit receding. In the UK, Theresa May is still...

Citywire Wealth Manager Awards – South West Regional Star 2019

Casterbridge Wealth Investments took home Citywire's Wealth Manager Regional Stars Award for the second consecutive year at the dazzling ceremony held at London’s Westminster Park Plaza. Casterbridge Wealth came out on top in the South West Regional Award, beating competitors of Hawksmoor Investment Management (Exeter), Quilter...

Client Christmas Drinks

We were delighted to be able to host Christmas drinks for our clients at Mauls Wine bar here in Salisbury at the end of November. The characteristic winter weather aside, the cosy setting of Maul’s provided a suitably festive backdrop for an enjoyable evening which...

Chalke Valley History Festival 2018

For the second consecutive year, Casterbridge Wealth hosted an evening at the Chalke Valley History Festival for both clients and advisers who enjoyed being bathed in the incessant British sunshine, followed by the Histrionics Quiz hosted by Charlie Higson as Quiz Master. It provided a...

What Safeguards are there to Reduce Risk to my Assets?

Our regulator the FCA has placed failing firms into administration. Recent press coverage has raised questions about the protection of clients' assets from fees levied by liquidators. What's different about the protection Casterbridge Wealth works within? At Casterbridge Wealth we focus on what we do best,...

Captain Dull – Zurich Advice Matters

A fitting way to celebrate our first year in business, November 2017 saw our very own Keith Edwards take pride of place on the cover of  Zurich’s Advice Matters magazine. An article in which he divulged on his Investment Strategy, Business Growth and Working Life...