Castle Financial Services Ltd

Independent Financial Adviser  53 Cam Green, Dursley, Gloucestershire, GL11 5HL
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FCA authorised
Last authorised 19th October 2020
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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SIPPs
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Stakeholder
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Bad credit
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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Flexible mortgages
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Next home / Remortgaging
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Life insurance
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Payment protection insurance
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Travel
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
Raymond George Clements Dip PFS, Certs CII MP, ER
Principal
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.

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

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

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