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

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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


“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.”

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