Castlegate Investments LLP

Independent Financial Adviser Berkeley House, Hunts Rise, South Marston Park, Swindon, SN3 4TG
First meeting at adviser's own cost
Response rating
10 /10
FCA verified
9th September 2019
Our aim is to build long term relationships with our clients and to fulfil all their financial planning requirements.
We can advise you on
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buy to let
    • Buying commercial property
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
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
Where to find us

Berkeley House, Hunts Rise, South Marston Park, Swindon, SN3 4TG

Make an enquiry
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,.

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

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