How, where and when you choose to invest your money are undoubtedly among the most important decisions you will make in your life…

To help you make the best choices, which are becoming increasingly complex in a world full of different and often opaque financial products and services, you ideally need the guidance of an experienced financial professional. In my view, the first step in assessing a client’s needs is to determine their appetite for risk and what their investment goals are, be they medium or long term. This is a continuous process and the client’s requirements, as well as his/her investment choices, need to be monitored and evaluated on an on-going basis.

One unique advantage of dealing with a boutique firm such as Castle Investments is the consistency of dealing with a professional with whom you can develop a history, and who gets to understand your personal needs and requirements, as well as hopes and fears around investing. This has proven to be enormously reassuring and beneficial for investors who, understandably, have qualms about the realm of investing.