Castleton Financial Planning Ltd

Independent Financial Adviser Castleton Financial Planning Ltd, 2 Market Place, Somerset, Castle Cary, BA7 7AH
First meeting at adviser's own cost
Response rating
FCA verified
18th March 2019
We are proud to be Independent Financial Advisers offering a personal service to both Individual and Business clients.
We can advise you on
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • Remortgage
    • Residential
    • Right to buy
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Group life insurance
    • Group pensions
    • Group protection
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Long term care
    • Wealth management
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
Meet our advisers
Chartered Financial Planner (Director)
Chartered Financial Planner
Louise Parsons Dip PFS
Senior Financial Consultant
Susie Brice CeMAP
Mortgage Adviser
Where to find us

Castleton Financial Planning Ltd, 2 Market Place, Somerset, Castle Cary, BA7 7AH

Contact us
About us

CFP have a team of highly qualified and professional individuals, committed to providing the best possible advice to clients. Indeed a range of Solicitors and Accountants refer their clients to us and feel they can do so with confidence. Individuals and businesses are free to work with us on either a fee paying or commission paying basis and we can provide reports on both the current situation & recommendations taking account of your circumstances and desires. Our aim is to provide a high quality of service and at the same time simplify our clients arrangements.

Our services

A few areas that Castleton Financial Planning looks to help its clients with would be:-

Equity Release
Protection - Life Cover, Serious / Critical Illness Cover, Income Protection, and Loan Protection.
Business Protection including Director Share Purchase and Key Person Assurance.
Savings - including Cash Deposits, Individual Savings Accounts, Ethical investments, Bonds both onshore and offshore. National Savings, Venture Capital Trusts (VCT), Enterprise Investment Schemes.

Pensions including Self Invested Personal Pensions (SIPP), Small Self Administrated Scheme (SSAS’s), Divorce analysis, Group and Company schemes

Annuities - and Retirement Benefits.

Inheritance Tax Planning - Estate Planning and Trustee Investment.

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

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