Castlegate Investments LLP

Independent Financial Adviser  Berkeley House, Swindon, SN3 4TG
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FCA authorised
Last authorised 19th April 2021
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
Meet our advisers
MRS Charlotte Tupper
Independent Financial Adviser
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,.

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
Adviser unavailable
This adviser is currently out of office and not available for contact

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