By meeting one of our Advisers and taking time to get to know each other, we can build trust and help to establish a long-term relationship with you. It may take several conversations before we know enough about you to advise on the appropriate course of action and before you know enough about us to want to become a client.
When we fully understand your requirements, we will recommend options that will help you achieve your goals. We will also consider whether additional planning, for example tax planning or the use of trusts*, could help you to arrange your investments more efficiently.
Our approach is to be open in all of our dealings with our clients.
We wish to build long-term relationships with our clients. From the moment that you decide to become a client, we aim to demonstrate the value of this relationship through the service that we deliver to you. Whatever the level of investment, it is as important to us as it is to you.
We all prefer to do business with someone we both like and trust. We hope that your Castlerock Wealth Management Adviser can be that person for all of your financial planning needs.
*Trusts are not regulated by the Financial Conduct Authority.