Castle Financial Services Ltd

53 Cam Green, Cam, Dursley, GL11 5HL Directions

Tel 01453 548454
   Now closed Open Monday 09:00 - 17:00

Business overview

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

pensions

financial planning

mortgage advisors

wealth management

independant financial advisors

protection products

equity release

wills

retirement planning

financial review

education funding

buy to let mortgages

commercial & business finance

financial consultants

income protection insurance

investment & trust companies

investments

life assurance & pension companies

life assurance & pension consultants

life insurance

loans

tax planning

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