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Building solid foundations for a secure financial future

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.

I am qualified in all aspects of financial advice and planning. I believe planning for someone’s future should be available to anyone regardless of your circumstances. As your adviser, I will work closely with you to better your financial future.

We're here to help you with pension, investment, tax and estate planning advice. We provide a completely holistic advice service, and can give you a completely free consultation to see how we can help! We look forward to meeting you.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

Independent, FCA-regulated financial planning specialising in pre and post-retirement advice, investment growth, protection, and estate planning. We deliver financial planning that is clear to understand, clear in cost and clearly independent.

You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.

Providing peace of mind by securing your financial future.

Creating, preserving and managing our clients’ wealth since 2001

For over 18 years, Castlerock Wealth Management has provided trusted holistic financial advice. We guide directors, professionals, and retirees with practical solutions—helping you protect, grow, and enjoy your wealth with confidence.