Castle Financial Services (South
East) Limited provides independent financial advice for both
individual and corporate clients.
We provide a wealth management service,
developing long-term relationships with our clients and providing
for all of their financial needs over many years.
Castle has been trading since 1999
and offering financial advice on a wide range of financial matters
from investments and pensions to protection and mortgages.
Why choose us for your financial
advice?
The Director and
Principal Independent Financial Adviser John Collett has been a
financial adviser since 1996 and prior to then was a Bank Manager,
with this experience gained over the years clients benefit from the
vast range of knowledge and with the support provided by the rest of
the team at Castle Financial Services we are confident you will
receive among the best service and advice available.
The Investment market is very competitive - we know you have
excellent alternatives to consider. When you feel it is appropriate
to choose an independent adviser for your portfolio there are a
number of reasons why Castle should be at the top of your list.
We respect the safety of our client's assets or the assets for which
you are responsible. We want those assets to work hard now and in
the future. A great deal of time and effort has been and will be
spent to develop disciplined investment strategies that are
effective, easy to understand, and easy to communicate. The goal is
consistently superior investment returns, based on the client's
attitude to risk whether it is very low, very high or anywhere
in-between.
Our Beliefs
Our belief is that
our clients need to feel confident in our advice, this means that we
regularly review our clients situation ensuring the advice is
relevant as circumstances change.
Areas of advice provided include:
- Selection of Investment products based on
your individual personal circumstances Portfolio construction and management for
pensions and both on-shore and off-shore investments
- Advice to companies, including employee
benefits, corporate structuring and directors' benefits
- Estate preservation, inheritance tax
planning, long term care planning and trust work
- Property purchase, both commercial and
residential with advice on mortgages, business finance and
SIPPs.
- Personal and business protection,
including life cover, critical illness, permanent health
insurance and mortgage protection
Your home may be repossessed
if you do not keep up repayments on your mortgage.
We are authorised to deal with
many forms of financial services. We have access to the widest range
of providers for all financial products. This enables us to provide
for all needs in the areas of insurance, pensions, investment and
mortgages.
However, in addition, contacts we
have developed over the years mean that we are able to introduce
clients to some excellent accountancy and investment banking firms.
These additional services allow us to offer the most comprehensive
advisory service available for both private individuals and
companies.
Why choose an Independent
Financial Adviser?
As Castle Financial
Services is independent, we are proud as well as required to provide
impartial advice. This means that we are able to recommend not only
the most appropriate products for you, but also "best of breed"
within the marketplace. As and when necessary, we will also
introduce you to the services of other professionals such as
solicitors, accountants, tax and trust specialists.
Contact Castle Financial Services by emailing
info@castlefs.co.uk for
further information