Independent wealth management, built around you. Clear, personal advice with no hidden agenda.
The industry is increasingly shaped by consolidators and private equity firms, where the focus sits on scale and profit. While they may say client care matters, the reality often tells a different story.
Our approach
Castra takes a different approach. We put clients first, always. We believe in doing things properly, without shortcuts or sales pressure, and with advice shaped around individual needs.
Boasting over 50 years of combined experience, we provide expert guidance for individuals, families, and business owners - with a focus on long-term relationships, not short-term gains.
Once FCA approved, Castra will offer a premium, whole-of-market service. Our advice is fully independent, tailored to your goals, and delivered without reliance on automation or artificial intelligence.
Over 50 years of combined experience
Whole-of-market independence
No AI-led advice or income bias
Multi-generational financial planning
Our values
Here at Castra we value clarity, consistency, and care. We take time to understand your priorities, and we work with you to protect and grow what matters most.
If that sounds like the kind of relationship you want with your adviser, we’d welcome a conversation.
Meet the team
