Castle Wealth Management Limited opened its first branch in Portugal in Almancil at the beginning of November, offering residents the opportunity to wisely invest their money.
The company is a subsidiary of the parent company Castle Trust Group, which has been established for 14 years. The company headquarters are based in Gibraltar and the firm has built up a strong reputation for offering simple solutions to investment possibilities in southern Spain.
With staff frequently visiting the Algarve from Gibraltar to meet with customers they decided the logical step was to launch a branch in the Algarve. The branch manager is João Marques and, with 15 years of experience in banking and five years in private banking, he has the knowledge to offer the most appropriate independent advice for customers.
Castle Wealth pride themselves on having local market knowledge and an understanding of customer needs and trends. They offer a number of different products ranging from pension funds to life assurance and can advise on numerous funds and policies in which to place your investments. The firm works closely with UBS, one of the world’s leading financial firms.
Castle Wealth Management Ltd. offers investment proposals to give customers a choice and are based on individual needs. The invested capital, the investment period and tolerance to risk are evaluated by the firm before any advice is given. The minimum investment is around 750,000 euros and with the connections they have established, customers benefit from incredible rates and conditions.
Castle Wealth Management Ltd. strives to offer customers the friendliest service and most thorough advice, considering all options available.
For more information or to arrange a meeting with João Marques, call 289 351 820.