Video · Telephone · Chesterfield
Online financial advice across the UK.
The same Castle Stonebridge team who meet clients at our Tapton office can talk with you remotely. You speak with people, not an automated recommendation engine.
Video appointment
Talk face to face from home or work, wherever you are in the UK.
Telephone appointment
A straightforward call with the team, if you prefer not to use video.
At our Chesterfield office
Meet in person at our Tapton, Chesterfield office if that suits you better.
Working hours 09:00–17:00
How it works
An enquiry first, then a conversation on your terms.
Sending an enquiry is not a confirmed booking. The team will contact you to agree the appointment format and next steps.
- 01
Send an enquiry
Tell us what you would like to discuss and how to contact you. A calculator is not required.
- 02
We contact you
An adviser gets in touch to arrange a no-obligation introductory discussion and agree the format with you.
- 03
Introductory discussion
Explain what you would like help with and ask questions. There is no charge, and it is not an automatic product recommendation.
- 04
Decide on next steps
If you choose to proceed, any charges are explained and agreed with you before work begins.
Please do not include account numbers, passwords, identity documents, detailed financial figures or health information in the initial enquiry. Ask the team what information is needed and how to provide it.
Want to explore first? Our tools and calculators give educational illustrations only. They are optional and not personal advice.
What we can discuss
Start a conversation about…
Each topic has its own service page with more detail. The introductory discussion establishes whether and how we can help; not every enquiry will suit our service.
All services- 01Pensions & retirementDiscuss retirement goals, existing pensions and income options.
- 02InvestmentsDiscuss your objectives, investment risk and existing arrangements.
- 03Wealth managementCoordinate the wider financial plan and ongoing reviews.
- 04Business protectionExplore key person, shareholder and relevant life protection needs.
- 05Personal protectionDiscuss life insurance, critical illness and income protection.
- 06Savings & cash planningExplore savings goals, cash needs and illustrative growth.
- 07Inheritance tax planningDiscuss estate-planning priorities and relevant advice boundaries.
Rooted in Chesterfield
Remote appointments. A real local office.
Our base is in Tapton, Chesterfield. Online appointments simply mean you do not have to travel to see us; you still deal with the same team, and you are welcome to meet at the office instead.
Castle Stonebridge is an Appointed Representative of Rosemount, the authorised principal.
Contact the team
- Office
- Tapton, Chesterfield
- Telephone
- 01246 308249
- Hours
- 09:00–17:00
Questions
Online advice, answered
Can I get financial advice without travelling to Chesterfield?
Yes. Video and telephone appointments are available for UK-based clients, as well as meetings at our Tapton, Chesterfield office. We confirm whether your needs fit our services and advice scope before proceeding, and agree the appointment format with you.
Which financial matters can I discuss online?
You can start a conversation about pensions and retirement, investments, wealth management, savings, inheritance tax planning, personal protection or business protection. The initial discussion establishes whether and how we can help. Not every enquiry, product or specialist advice requirement will be suitable for our service.
What happens at the first video or telephone meeting?
The introductory discussion is an opportunity to explain what you would like help with, ask questions and understand the next steps. It is not an automatic product recommendation. We agree the meeting format when arranging your appointment and explain what information would be needed if you choose to proceed.
Is the initial conversation free, and what does subsequent advice cost?
There is no charge for the no-obligation introductory discussion. If you decide to go further, any charges for subsequent advice are explained and agreed with you before work proceeds. An introductory conversation does not commit you to advice or to buying a product.
How should I provide documents or sensitive information?
Please do not include account numbers, passwords, identity documents, detailed financial figures or health information in the initial enquiry form. When we discuss your needs, ask the team what information is required and how it should be provided. This page does not offer a document-upload or client-portal facility.
Can ongoing reviews take place remotely?
Telephone and video appointments are available for ongoing reviews. The format and scope of your review are agreed with you, taking account of the service you have arranged and your circumstances. A review does not guarantee investment performance or mean a product change is needed.
Do the online calculators provide personal financial advice?
No. Our calculators and interactive tools provide educational illustrations or screening results using inputs and assumptions. They do not replace a full assessment, guarantee investment returns or provide binding insurer quotes. You can request a conversation without completing a calculator.
Talk to a person
Request an online advice conversation
Tell us what you would like to discuss and how to contact you. You do not need to travel to Chesterfield or complete a calculator to request a conversation.
You may use the optional enquiry notes to tell us if you prefer a video, telephone or Chesterfield office appointment. This is an enquiry, not a confirmed meeting booking; the team will agree the next steps with you.
Our working hours are 09:00–17:00. You can also contact advice@castlestonebridge.co.uk or call 01246 308249.
What happens next
- You send a callback request or call us directly.
- An adviser contacts you to arrange a no-obligation introductory discussion. There is no charge for this initial conversation.
- If you would like advice after that, any charges are explained and agreed with you before anything proceeds.
Before proceeding
- Advice is subject to your circumstances, our confirmed service scope and any relevant eligibility requirements.
- Investment values and income can fall as well as rise; you may get back less than you invest. Pension decisions can affect benefits and future income.
- Tax treatment depends on individual circumstances and can change. Insurance acceptance, premiums and terms are subject to insurer underwriting.
- Tools are illustrative, not personal advice. Enquiring does not subscribe you to marketing. Any subsequent advice charges are explained and agreed first.
Request a callback
Tell us how to reach you. You can mention a video, telephone or Chesterfield office preference in the optional notes; the team will agree the appointment with you. Please do not include account numbers, amounts or health details.
Prefer to talk now? 01246 308249