Castle Financial Services Limited: Working with clients since 1992

When it comes to achieving your financial objectives, partnership is key. At Castle Financial Services Limited, we work with you to understand what you’d like your money to achieve and the vision you have for your future. Then, we’ll help you build a comprehensive financial plan to turn this vision into reality.

Your local financial adviser

For 30 years, we’ve worked with clients local to our Gloucestershire office, developing long-term relationships based on mutual respect and trust. Our focus is, and always will be, on service excellence and the achievement of your lifetime goals.

Why take professional financial advice?

Seeking professional advice can greatly strengthen your financial wellbeing, putting you back in control of your finances and establishing clear, tangible objectives. We can help you:

Identify your key goals and motivations
Regain control of your day-to-day finances
Build a strong investment portfolio in line with your risk profile
Strengthen your ability to cope with financial shocks
Ensure clarity and security for those you leave behind

Our advice process

Identify your goals

When we first meet with you, we will sit down to discuss your goals, and your motivations for achieving them. While these aren’t set in stone, they give us an important indication of how we can help you achieve optimum financial wellbeing.

Cashflow forecast

We then use cashflow modelling to plot a path towards these goals. This process allows us to take your current financial situation and project it forward through the years, using estimated rates of growth, inflation and interest rates. This helps to ‘sense check’ your goals and ensure they are achievable.

Financial planning

Then – and only then – do we use our expertise in pensions, investments and tax planning to build a comprehensive financial plan designed to achieve your objectives and aspirations.

We will regularly meet to review your goals and circumstances, to see if they have changed and check progress and performance. If necessary, refinements are made.

Using your money to accumulate life – not the other way around

Our financial advice process doesn’t just focus on your money – we focus on how your money can help build the life you deserve.

Our criteria

Our services are aimed at clients with pensions, investments (or a combination of both) with a minimum value of £50,000 under our advice.

News and views

Get up to speed with the latest financial insights, uploaded regularly to our website.