Green Castle Financial Planning

Independent Financial Adviser  Suite 5, Cross Hands, SA14 6RX
First meeting at adviser's own cost
Independent financial adviser based in South Wales. We pride ourselves in providing clear and straight forward financial advice to all our existing and prospective clients.
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
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
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
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
Response rating
7.4/10
check
FCA authorised
Last authorised 8th August 2022
Meet our advisers
Mr Ben Owen Dip PFS
Financial Planner

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

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

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

About us

We are a financial planning company providing independent advice to a range of clients across South Wales and beyond.

At Green Castle we believe that no two clients are the same which is why we offer a free initial consultation to help understand your financial target. This enables us to develop and implement a bespoke financial plan based upon your circumstances and requirements.

We pride ourselves in providing ongoing advice and support to ensure you remain on target to achieve your objectives.

We like to like to provide advice in a clear, straight forward, friendly and professional manner. Our primary objective is to help clients achieve their financial and personal goals.

Our services

We cover most areas of Financial Planning including Retirement Planning, Tax Planning and Investments. Please see our website for full details.

Where to find us
Head office address: Suite 5, Llys Barcud, Cross Hands Business Park, Cross Hands, SA14 6RX
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Green Castle Financial Planning is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107.

Response rating
7.4/10
check
FCA authorised
Last authorised 8th August 2022

Similar advisers near you

Independent Financial Adviser 0.99 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
 
Independent Financial Adviser 3.68 mi
Live for today, plan for tomorrow. I am available by phone or Zoom video call. The first meeting is at no cost to you, is for you to get to know me and i how i work and more importantly for me get to know you, your lifestyle and retirement goals.
 
Independent Financial Adviser 8.16 mi
Trusted, Reliable, Chartered Financial Planner & Retirement Specialist - Voted a 'Top UK Adviser' in The Times Newspaper.
 
Independent Financial Adviser 8.57 mi
We are a team of award winning financial planners providing good honest advice.