Castlerock Wealth Management – 23 Kingsway, London WC2B 6UJ

York House, 23 Kingsway, London WC2B 6UJ, United Kingdom

+44 20 3330 0940

Castlerock Wealth Management
Castlerock Wealth Management is a wealth management company offices in London, Rochester and Deal. Offers wealth management advice to individuals, trustees and businesses.
Castlerock Wealth Management is the senior partner practice of St. James’s Place Wealth Management. It’s aim is to help clients reach their financial goals and aspirations by creating a structured financial plan; including mitigation of income, capital gains and inheritance tax, within the parameters of clients’ individual circumstances.

Castlerock Wealth Management provides tailored holistic financial solutions and specialises in the following areas:

  • Wealth management and portfolio construction
  • Capital Gains Tax and Income Tax mitigation
  • Non-Domiciled Excluded Property Trusts & Inheritance Tax Planning
  • Corporate and personal pension planning / Auto-enrolment
  • Long Term Care advice and paying for care solutions
  • Investment planning and pension review service

Address :
Castlerock Wealth Management
York House, 23 Kingsway,
London WC2B 6UJ, United Kingdom.
Phone : +44 20 3330 0940
Fax : 020 3330 0949

Rochester Office :
Innovation Centre, Maidstone Road,
Chatham, Kent, ME5 9FD

Deal Office :
Glencott, Dover Road, Walmer,
Deal, Kent, CT14 7NB

Website :

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Posted in Asset Management

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