Castle Financial Services Ltd

If you are serious about achieving your goals, why not make an appointment and find out what makes us different.

Castle Financial Services Ltd

Committed to putting clients at the heart of everything we do; from designing bespoke plans tailored to your individual needs to providing a quality service to maintain your planning and thus helping you achieve your goals.

Castle Financial Services Ltd

Providing Independent Financial Advice to clients in South Gloucestershire – your choice of partner in planning your investments, pensions and estate planning.

Start with a simple question – Are all financial advisers the same?

Start with a simple question – Are all financial advisers the same?

All (independent) advisers all have access to the same providers, the same products and the same services, so you might think so, but the answer is “no” we are all different.

ISO 22222 sets out a “standard financial planning process” which advisers should follow, so the differences are in how different advisers do what they do, (and whether they actually deliver on their promises) along with how much they charge for what they do.

Our business model is built around “planning” – this means we prefer to deal with clients where we:

  • Build and value long-term relationships with clients
  • Design bespoke plans tailored to each individual clients’ individual needs and circumstances
  • Ensure plans are monitored, regularly reviewed and maintained and that they remain on track to achieve goals.

We also recognise that every different client has different “service” requirements, so our services are tailored accordingly.

If you are serious about achieving your goals, why not make an appointment and find out what makes us different, and why clients taken on 20 years ago continue to entrust us with their financial planning and regularly recommend our services to others for planning.

 

Our Services

Contact details – Telephone 01453 548454 or Email ray@castlefs.com. If you ring “out of hours” leave a message on the answering machine and we will contact you.