Castlegate Investments LLP

Independent Financial Adviser  Berkeley House, Andoversford, Gloucestershire, GL54 4HR
First meeting at adviser's own cost
Our aim is to build long term relationships with our clients and to fulfil all their financial planning requirements.
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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Buy my next home
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Buy to let
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Buying commercial property
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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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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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Critical illness
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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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Income tax
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Taxation planning
Response rating
10/10
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FCA authorised
Last authorised 21st September 2020
Meet our advisers
Charlotte Tupper
Independent Financial Adviser
What our clients say
Charlotte has been my financial adviser for the last 4 years. She has been instrumental in making my pension grow at an above market rate expectation. I look forward to working further with Charlotte in the future and planning additional investments as they arrive.
Mr D Hicks, Cheltenham
About us

We are Independent Financial Advisers and can advise on products and solutions from the whole of the market. We offer a range of services to suit your needs from a full financial review, analysing and advising on pensions, investments, mortgages, inheritance planning, and estate planning,.

Where to find us
Head office address: Berkeley House, Hunts Rise, South Marston Park, Swindon, SN3 4TG
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 21st September 2020

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