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.
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
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.
I help people accomplish their financial goals through flexible, tailored, cost effective advice. I want to ensure the benefits of financial planning is available to all.
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