Welcome to Casterbridge

Plan for success

We are an independent, multi award-winning Discretionary Fund Management (DFM) business, inspired by the lack of choice and variety available. We offer you something a little different. Independent, Adaptive, Responsive and Agile Investment Management. We focus on helping you achieve your dreams and financial aspirations.

Casterbridge scoop best in class award!

We are thrilled to have won the award for the South West and Wales region, at this year’s Citywire Wealth Manager Adviser Choice Awards!!!

Our Portfolios

Designed for you

Environmental, Social and Governance (ESG) Portfolios

The very best asset managers both active and passive from across the globe

The highest standard in investment personalisation

Our Active Investment Approach​

Jonathan Smith

See Our Latest News

meet The Team

Casterbridge team

One Team

All our portfolios are run by one team – Our team enjoy over 80 years’ experience spanning four decades.

No Group Think

We are independent thinkers void of ‘herd mentality’ and happy to think differently.

You Come First

You are at the heart of everything we do.

Contact us

ONE OF THE TEAM WILL BE IN TOUCH

“At Casterbridge we place personal and professional development at the heart of our ethos, underpinned by a nurturing atmosphere that enables our team to develop and grow into their roles. Individuals are mentored and financially supported in their training and development plans designed to meet both personal and corporate aspirations and needs. Success and excellence are a shared benefit and are recognised and rewarded.”

Adviser confirmation:

You are entering the financial advisers’ section of the website. Please read this page before proceeding, as it explains certain legal and regulatory restrictions applicable to the information in this section of the website. By clicking the ‘I Agree’ button at the end of the page, you acknowledge that the important information below has been brought to your attention. The information provided in this section of the website is intended solely for investment advisers, accountants, solicitors and any other professional financial intermediaries who are authorised and regulated by the Financial Conduct Authority. This information must not be distributed to, or relied upon by, private clients and the general public. This website should not be regarded as an offer or solicitation to conduct investment business, as defined by the Financial Services and Markets Act 2000, in any jurisdiction other than the United Kingdom. Investors who are resident in or citizens of countries other than the United Kingdom may be subject to local restrictions. In particular, no offer or invitation is made to any US persons (being residents of the United States of America or partnerships or corporations organised under the laws of the United States of America or any state, territory or possession thereof), who are excluded from the products or services offered in this site. Our full terms and conditions apply – Click here for our full T&C’s