Secure your future with expert financial planning from Castle Stonebridge Financial Planners. Our tailored strategies help grow, protect, and manage your wealth with confidence. Partner with us for trusted financial advice that delivers long-term success.
Financial planning lays the foundation for life’s biggest milestones—buying your dream home, planning a wedding, or enjoying a stress-free retirement. At Castle Stonebridge Financial Planners, we align your finances with your goals for every stage of life. Make informed decisions today to achieve life’s most meaningful moments tomorrow.
Our first step is meeting with you to talk about the services we offer. When this is agreed we can discuss payments.
Next, we will find out about you and what you want. We will gather all our information and find out your goals and the risks you want to take.
We create a plan after speaking with you and guide it to your objectives. The plan will show our recommendations.
Once we have gathered our research, we will meet with you and show you our findings. We are here to guide you make an informed decision. This is the time for your questions for us.
Once you have gone through the plan and approved it we will take it into action and you can sit back while we move towards your financial goals.
This is an ongoing process. We will be in contact to update you on how the investments are going and discuss an ongoing plan.
Castle Stonebridge Ltd is registered in England and Wales, number 13634490. Registered Address: Sunny Bank, 12 Albion Road, Chesterfield, United Kingdom, S40 1LJ
Castle Stonebridge Ltd is an Appointed Representative of Rosemount Financial Solutions (IFA) Ltd which is authorised and regulated by the Financial Conduct Authority (FCA). Entered on the FCA Register (https://register.fca.org.uk/) under reference 535515.
The information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.
