Castlebank Financial Planning

Independent Financial Adviser  Regus, Glasgow, City of Glasgow, G3 7QL
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FCA authorised
Last authorised 16th November 2020
Financial Planning For Everyone
We can advise you on
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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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Pensions transfer
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SIPPs
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Taxation planning
Meet our advisers
David Jack
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.

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

Regus, 20-23 Woodside Place, Glasgow, City of Glasgow, G3 7QL

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