Client Experience

Fiduciary Management

Castleton Rose was founded on the principle that investors are as unique as the circumstances that dictate their daily lives. Understanding that individuals require services to specifically accommodate their wishes is where we began to present an alternative, customized investment experience where the priority became the client and their goals over the performance benchmark of an institutionally managed, one size fits all fund.

Client-centric approach

Our client-centric approach is built around a philosophy that helps individual clients to identify their financial potential before developing a strategy that seeks to realize that potential in the most efficient way possible. To this end, our qualified wealth advisers work closely with clients as together they work through the entire wealth management process from strategic financial planning to tax efficient investment management to wealth preservation and succession planning.

Dedicated team of experts

As a Castleton Rose client you are provided with direct and unrestricted access to a dedicated wealth adviser whose responsibility is to ensure that your services are performing in line with pre-determined expectations.

In addition, each wealth adviser is able to draw upon the collective expertise of the entire Castleton Rose team. This means that should you require specific advice concerning a particular area of your financial management affairs, a specialist will be on hand to provide you with solutions relative to your situation.

We believe that by providing clients with access to such a wealth of resources ensures that the advice they receive is not only impartial, it is also specific to the overall efficiency of a consolidated wealth solution.

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Helping investors to make the most of their wealth as we work in partnership in pursuit of a more prosperous future.
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