Castle Financial Services Ltd
53 Cam Green, Cam, Dursley, GL11 5HL Directionshttps://www.yell.com/biz/castle-financial-services-ltd-dursley-2995908/#view=map
Are all financial advisers the same? Whilst we all have access to the same providers, the same products and the same services, 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 they are paid for what they do.
Our business aims are centred on client plans; this means helping clients to set goals, planning budgets, understand risks and how those goals are to be achieved, and then monitoring and maintaining the plans with on-going reviews, that ensure client plans are achieved.
This means building long-term relationships with clients, building achievable plans that are monitored, regularly reviewed and maintained to ensure that they remain on track to achieve goals.
wills and tax planning - not all services are regulated by the financial conduct authority.
Products and services
independant financial advisors
buy to let mortgages
commercial & business finance
income protection insurance
investment & trust companies
life assurance & pension companies
life assurance & pension consultants