Castlerock Wealth Management, located in Rochester upon Medway, is your trusted local financial planner led by Principal Darren Jones. The firm takes pride in establishing enduring relationships with clients, specializing in delivering face-to-face financial advice to individuals, trustees, and businesses. Their team of wealth professionals offers tailored solutions in investment, retirement, and estate planning, as well as taxation and protection advice. Castlerock assists clients in developing a structured financial plan that addresses income, capital gains, and Inheritance Tax considerations within their specific circumstances. For business owners, the firm is dedicated to helping achieve their business, financial, and lifestyle objectives. To achieve 100% customer satisfaction, Castlerock measures success by choosing clients based on confidence in their ability to surpass expectations in performance, client service, and expertise. They cater to individuals with significant capital or higher incomes, emphasizing personalized financial solutions.
UNIQUE FACTS:
• Unique And Invaluable Financial Services.
• Chartered Financial Advice.
• Client-focused Service.
3 Best Financial Services in Rochester, Medway, UK
Expert recommended Top 3 Financial Services in Rochester, Medway, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
CASTLEROCK WEALTH MANAGEMENT REVIEWS
Castlerock was introduced to me and my partner by a family member who had been taking financial advice and investing her savings via Darren Jones very satisfactorily for almost 10 years. Initially, we invested our savings under the guidance of Darren in 2008. Having seen the results he was able to obtain for us, I brought together my various pension plans, which were performing badly, and invested via Darren. This has brought about a significant improvement. We find Darren and his Company extremely successful in the operation, management and development of our investments, so much so that he is now our financial adviser on all matters and have recommended him to several of our friends.”
Fantastic people. Excellent knowledge, they do what they do really well, without fuss in a professional manner. Really pleased.
Good service, thoroughly recommend.
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Hall & Costello Wealth Management Ltd collaborates closely with its clients, delivering financial and wealth management advice to ensure their financial plans adapt to changing needs. With an unparalleled client-focused approach, Hall & Costello is committed to fostering strong relationships with each client and their families, planning for the present and future. The firm's dedication to a face-to-face client-focused approach sets them apart, enabling robust connections with clients and their families, focusing on long-term planning. Their flexible system allows them to provide exceptional one-to-one service to clients throughout the UK. With a diverse team of highly skilled professionals, Hall & Costello takes pride in offering a comprehensive package by leveraging their expertise across various financial services. This, combined with their proactive approach to financial advice, empowers clients to plan for long-term goals by taking control of short-term finances. The firm places great value on face-to-face communication and strives to meet clients in person whenever possible. Recognizing that this may not always be feasible, the Hall & Costello team remains readily accessible via phone for seamless communication.
UNIQUE FACTS:
• Join The 2,000+ People Already Supported By Hall & Costello.
• Relationship Focused.
• Trustworthy And Honest.
• Serving Generations.
• Wealth Management At Your Fingertips.
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Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
HALL & COSTELLO WEALTH MANAGEMENT LTD REVIEWS
I used Hall&Costello Wealth Management for my mortgage. From start to finish I cannot fault their service. Casey was the perfect mortgage advisor, he removed all the stress from the process, answering all correspondences rapidly and providing friendly professional support. Would highly recommend to anyone. Thank you.
Casey Bridges has been great throughout handling my mortgage application. I was a unique and more complicated application than average and Casey really went out of his way to find a solution. I am confident that I know what I have signed up to and have the best product to suit my needs.
An amazing, professional service! Casey was so helpful, answered all of our questions and responded quickly every time. It made the process of buying so much easier than what it could have been. Would recommend 10/10 to anyone.
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Direct Financial Planning UK Limited is a financial planning firm led by Phil Cross, a chartered financial planner and the company director. Phil embarked on his career in the building industry as a Quantity Surveyor, and he transitioned into the financial services sector in 1989, accumulating nearly 28 years of experience. Committed to providing top-quality independent advice, Phil, now a Chartered Financial Planner, remains dedicated to continuous learning to stay abreast of the ever-evolving industry for optimal client guidance. Phil actively engages with the press at both national and local levels, regularly contributing articles. Direct Financial Planning UK Limited offers diverse services to help clients achieve their investment and retirement objectives. Their independent investment advice is thoroughly discussed with clients, as outlined in their essential information document. The firm provides insights into various savings products, guiding clients on available options. To pave the way for a more secure financial future, Direct Financial Planning UK Limited serves individuals, families, and businesses of all sizes.
UNIQUE FACTS:
• Their Professional And Experienced Team.
• Timely Manner.
• Dedicated Services..
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Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
DIRECT FINANCIAL PLANNING UK LIMITED REVIEWS
I realised I had a passive IFA and in view of my pending early retirement I needed to find a more ‘tuned-in’ IFA. Philip completely reorganised my investments and pensions which resulted in a boost to income and investment returns. I have been very satisfied with the outcome. Obviously Philip cannot control the direction of markets but he does extremely well in providing the protection on investments that suits me and my attitude to risk across a number of products.
I would have no hesitation at all in recommending Phil to provide high quality, detailed and innovative financial planning advice. He has advised me for a number of years now on a wide range of affairs and really invests the time to understand your position and objectives, and works to provide the best solution. Overall, a very impressive service.
Over the years I have been associated with Phil he has given me invaluable advice and together we are now managing a wide range of my financial requirements, from investments and Pensions through to social impact planning. I am pleased to recommend Phil for these reasons and above all for his integrity and professionalism.
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