Castle Financial Services Ltd

Independent Financial Adviser 53 Cam Green, Upper Cam, Dursley, Gloucestershire, GL11 5HL
FCA verified
15th October 2018
We can advise you on
    • Bad credit
    • Buy to let
    • Equity release
    • First time buyers
    • Flexible
    • Home reversion
    • Remortgage
    • Residential
    • Self employed
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Travel
    • Annuity purchase
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
Raymond George Clements Dip PFS, Certs CII MP, ER
Principal
Where to find us

53 Cam Green, Upper Cam, Dursley, Gloucestershire, GL11 5HL

About us

First established in 1992, we provide holistic advice across the spectrum of financial planning needs.

Initial meetings with new clients are free of charge, thereafter, advice can be paid for by fees, retainers or a combination.

Out aim is to help clients achieve their goals, by putting plans in place, monitoring and reviewing them and fine tuning them at regular reviews.

Our services

We specialise in pensions, investments and estate planning.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£0

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