Castle Financial Services (South East) Ltd

Independent Financial Adviser Barham Court, Teston, Maidstone, Kent, ME18 5BZ
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
10th September 2018
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group ISA
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Wealth management
    • Long term care
Meet our advisers
adviser-person
John Collett DipFA ACSI CeMAP
Company Director - Independent Financial Adviser
Where to find us

Barham Court, Teston, Maidstone, Kent, ME18 5BZ

Contact us
About us

Castle Financial Services (South East) Limited provides independent financial advice for both individual and corporate clients.

John Collett became a Financial Adviser in 1996 and set up Castle Associates working from Barham Court in 1999. On the 9th 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.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

Castle Financial Services (South East) Ltd is an appointed representative of Intrinsic Wealth Limited and Intrinsic Mortgage Planning Limited which are authorised and regulated by the Financial Conduct Authority.

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