About us

At Castlerock Wealth Management we specialise in the provision of face-to-face financial advice to individuals, trustees and businesses.

Castlerock Wealth Management was founded with the philosophy of providing an invaluable resource to those individuals who are time limited and need professional advice. Our team of wealth professionals provide bespoke investment, retirement, and estate planning as well as taxation and protection advice. We place a strong emphasis on making the complex decisions easy for clients. We eliminate the complexity; provide you with clarity, and the decision making becomes easy.


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