Castlebank Financial Planning

Independent Financial Adviser Regus, 20-23 Woodside Place, Glasgow, City of Glasgow, G3 7QL
FCA verified
13th August 2018
Financial Planning For Everyone
We can advise you on
    • Wealth management
    • Investing for income
    • ISAs
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Lump sum
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Taxation planning
Meet our advisers
adviser-person
David Jack
Where to find us
About us

With over 40 years combined experience we are a friendly family run independent financial adviser based in Glasgow, serving customers throughout central Scotland.

Our main aim is to quite simply to give you the best advice and service available, to make sure you are treated fairly and professionally and to exceed your expectations.

We are small and lean, which is reflected in our competitive fee structures, a size where every one of us knows every client. We have no desire to become so large that a client becomes an account number rather than a person.

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

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