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Castle Corporate Finance

The background

Stuart first became a client in 2013 when he chose to go it alone and set up his own corporate finance business having worked in that sector for a large accountancy firm for many years. He has aspirations to build an independent business that focused on providing excellent client service and relationships to SME clients.

In 2016, Stuart acquired Castle Corporate Finance (“Castle”) to accelerate his growth plans and has since built the business to a team of six and grown revenues by over 300%. Castle is recognised as one of the leading independent corporate finance team’s in the South East.

Richard Place Dobson helped support Stuart from the incorporation of his first business, its acquisition of Castle, and through to its current position. We’ve provided a full service of management accounting, payroll, year-end accounting and tax reporting, as well as personal tax support. We’ve also provided a lot of advice on bespoke and growth-related aspects to help Stuart as the business grows.


What Castle think of Richard Place Dobson

Stuart Stepney, Castle’s Managing Director, comments:

“When I set up my business, I took recommendations for accountants from people I trusted. I needed a firm that could provide experience and a full service to a growing business so I could focus on doing what I do.

In looking into their profile and speaking to others, Richard Place Dobson stood out head and shoulders from the competition. My business means that I come across many accountants and many will view clients as ‘just another one to be processed’ and that was not for me.

I like that Richard Place Dobson speak my language and don’t look to make life complicated. They have provided valuable advice to me and the business on every step of the journey and have been absolutely committed to building a strong relationship, which I have valued greatly.  Eight years on and the relationship remains strong and I feel very assured that they have my back and genuinely care about my business and my future plans. 

Their team has been fantastic, and I would certainly recommend Richard Place Dobson for anybody with their own business seeking a relationship driven and experienced firm to help support and guide them.”

Stuart Stepney,
Managing Director

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