Helping people across Taunton and beyond to map out their financial futures
Feeling happier about money starts with looking at the big picture. With the help of our experienced specialists at Creech Castle, you’ll know exactly what steps you need to take to achieve your aims, with honesty and transparency at every stage. That’s the Cardan way.
Experience wealth management with a difference
When you work with us, you aren’t paying for our time on a one-off basis. You’re entering into a relationship designed to go the distance, one where you have an expert adviser in your corner through all life’s twists and turns. You’ll get the care and attention you deserve on a personal level, as well as all the efficiencies and economies of scale that come from the fact that we’re part of the wider Cardan Financial Group. It’s the best of both worlds.
The people who make it happen
Take a peek behind the curtain and meet the team responsible for bringing your money goals to life.
Praise you can trust in
These real clients were kind enough to share their honest thoughts about their experience with us.
Andrew always takes time to listen to our wishes and plans and gives us the confidence to make the right financial decisions for our family. We have been very happy to recommend him to friends and family who have also felt supported and listened to.
Mr and Mrs B
26th August 2026
We have always found Andrew easy to talk to and discuss all financial matters relating to our savings and income. His explanations of financial investments are easy to understand and the advice has always been relative to our needs.
Mr and Mrs D
29th August 2026
Andrew is professional, friendly, and extremely helpful. He makes everything easy to understand and gives great advice. I would highly recommend Andrew to anyone looking for a trustworthy financial adviser.
Client LN
22nd October 2026
Simon Reeve provides a great service to me, always on hand to answer any queries, and I’m very happy with the investment products recommended five years ago which I still hold.
Client SH
10th July 2026
The service is exemplary. I feel very safe putting my financial future in Andrew’s hands, and believe he is doing his best to make it as secure as possible.
Client KW
1st September 2026
Everything has been very straightforward and the results in terms of growth have been positive.
Client JT
14th July 2026
Always a pleasure to meet up with Andrew, who is always knowledgeable and helpful.
Client AC
25th August 2026
Andrew and the team have been thoroughly helpful and illuminating.
Client AS
4th September 2026
Excellent – professional, straightforward, and client-focused.
Client GE
9th July 2026
Very responsive and proactive.
Client CW
12th July 2026