Castle Financial Services (South East) Ltd
INDEPENDENT FINANCIAL ADVISERS
A GUIDE TO OUR SERVICES
Castle Financial Services (South East) Limited provides independent financial advice for both individual and corporate clients. John Collett the Director of Castle Financial Services (South East) Limited, became a Financial Adviser in 1996 and set up Castle Associates working from Barham Court in 1999. On the 9 February 2006, the company was incorporated and the company was registered as Castle Financial Services (South East) Limited. Castle provides independent financial advice for both individual and corporate clients, we provide a wealth management service, designing investment portfolios developing long-term relationships with our clients and providing for all of their financial needs over many years.
HOW CAN WE HELP YOU?
and what we do
The financial world can be extremely complex. Analysing and monitoring the enormous diversity of products, funds, wrappers and platforms is important. It ensures you obtain the best solution each time we review your current provisions and objectives.
The value of an investment can go down as well as up, capital is at risk. The Financial Conduct Authority does not regulate taxation and trust advice or will writing. The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.