Castra Financial Limited

Independent Financial Adviser 53 Washford Avenue, Cardiff, CF3 5QB

First meeting at adviser's own cost

We offer a bespoke, tailored service and strive to nurture long term relationships and understand your financial goals, taking into account your current circumstances, needs and priorities.

We can advise you on

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Pensions & retirement

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Annuity purchase

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Auto enrolment

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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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Stakeholder

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Mortgages

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Bad credit

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Building your home

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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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Buying first home

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Buying overseas

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Equity release

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Flexible mortgages

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High loan to value

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Mortgage protection

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Next home / Remortgaging

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Right to buy

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Self-employed mortgages

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Financial planning

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Wealth management

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Investments

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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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Traded endowment policies

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Unit trusts

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Savings

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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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Insurance & protection

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Critical illness

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Income protection insurance

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Life insurance

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Tax & trust planning

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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

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Expatriate finances

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EEA

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Rest of world

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Business

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Commercial mortgages

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Corporate pension

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Employee benefits

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Group ISA

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Group Pension/Stakeholder

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Group Protection/Life Insurance

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Group critical illness

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Group income protection

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Group life insurance

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Group private medical insurance

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Group risk

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Stockbroking services

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Stockbroking services

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Sharia finance

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Sharia finance

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Long Term Care

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Long term care

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Response rating

7.0/10

phone Show number

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FCA authorised

Last authorised 16th May 2022

Meet our advisers

Mr Chris Evans

Financial Planner

Qualifications & Accreditations chevron_up

Dip PFS - Personal Finance Society Diploma (PFS)

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To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations

About us

Our clients are supported and informed at every step of their journey. Enjoy the comfort of monthly, tailored communication.

Our services

Whether you are looking for Investments, insurance, and protection, tax and trust planning, pensions and retirement, business planning or any other aspect of Financial Planning, Castra are the advice team for you.

Where to find us

Head office address: 53 Washford Avenue, Cardiff, CF3 5QB

Service coverage

Make an enquiry

Preferred clients

Minimum wealth (income/assets)

£0

Minimum pension value

£0

Minimum mortgage value

£0

Special offers

Choose an Unbiased exclusive special offer:

Offers terms

FREE

pension health check

+ £50 off the
cost of advice
FREE

mortgage review
FREE

investment health check

+ £50 off the
cost of advice
FREE

financial health check

+ £50 off the
cost of advice

Advice methods

Telephone
Online (Live chat, video, email)
Face to face

Make an enquiry Request a call back Recommend to a friend

Response rating

7.0/10

phone Show number

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FCA authorised

Last authorised 16th May 2022

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