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
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Bad credit
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Equity release
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
EEA
check
Rest of world
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Stockbroking services
check
Sharia finance
check
Long term care
Response rating
7.0/10
check
FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Chris Evans
Financial Planner

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

Accreditations
Certified Financial Planner
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
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
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Response rating
7.0/10
check
FCA authorised
Last authorised 13th September 2021

Similar advisers near you

Independent Financial Adviser 0.58 mi
As a Financial Adviser with True Potential Wealth Management, part of the highly-successful True Potential group of companies, I’m committed to delivering better value and choice for my clients.
 
Independent Financial Adviser 0.65 mi
Friendly, local, experienced Independent Financial adviser; providing unbiased financial planning, in a clear and easy to understand way.
 
Restricted - whole of market 1.45 mi
Financial planning expert qualified in Defined Benefit/Final Salary Pensions.
 
Independent Financial Adviser 4.3 mi
My aim is to educate clients in a straightforward manner that enables them to make informed decisions about their financial options.