At Castle and Bishop Financial Services Inc., we carefully analyze our client’s position and propositions before we decide if we are interested in representing them, and whether we have the business skills and expertise to assist them. Our past experiences and relationships are calculated and considered before making any moves. Then we devise a customized financial strategy, in order to increase the odds of a client’s future business success.
Castle and Bishop Financial does not advertise for clients, every new inquiry, phone call or email, is the result of a recommendation by a satisfied client, or by a business associate who respects our approach to business and finance.
It is not unusual for prospective clients to be from different corners of the world, so there are times when we hire interpreters for meetings, since our goal is to build long term relationships, and to be responsive to the individualized needs of each client.
Unlike other firms, Castle and Bishop Financial does not accept retainers or monthly fees for our services. We operate strictly on a success fee basis; if we are not successful in our mission then we do not accept any compensation. Additionally, our clients are never obligated to accept our financial proposals; they are free to reject any equity investment or debt financing which we present to them.
We understand that not every client and business is a good fit for our firm, we weigh and measure our strengths and weaknesses, because time is valuable for both the client and for our firm. Ultimately, Castle and Bishop Financial attempts to be successful with our absolute best approach to the chess board, so as to increase our odds of victory for our clients.