Jupp Castle Financial Services Ltd

Independent Financial Adviser 5 Taplins Court, Church Lane, Hartley Wintney, Hampshire, Hook, RG27 8XU
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
12th August 2019
Specialists in pensions, investments, tax planning, mortgages and protection plans. We also have a linked accountancy practice
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Buying first home
    • Equity release
    • Flexible mortgages
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
adviser-person
Brian Hellyer DipFA, CeMap, CeRER, CeLTC, ACIB
Director
adviser-person
Heather O'Reilly
Where to find us

5 Taplins Court, Church Lane, Hartley Wintney, Hampshire, Hook, RG27 8XU

Make an enquiry
About us

We are an experienced IFA firm, offering a friendly, personal service to all new and existing clients. Our offices are near Hartley Wintney in Hampshire and we offer unbiased independent financial advice on pensions, retirement planning, investments mortgages and insurance. We meet a lot of our clients at their own home or office and would be very pleased to call and see you for a free no obligation initial meeting. Please give us a call to see how we can help.

Our services

Many of our clients have been with us for many years and we receive regular referrals and recommendations, as a result of our professional and friendly service. We offer an initial meeting/discussion, completely free of charge and with no obligation and can provide advice on the areas which are important to you. Our main areas are PENSIONS, INVESTMENTS, MORTGAGES & PROTECTION/INSURANCE

Our linked accountancy practice offers full tax advice, company formation, self assessment returns and a payroll service

We can also provide a will writing and probate service using a local solicitor.

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

We are regulated and authorised by the Financial Conduct Authority (Reference 465681)and hold the Diploma for Financial Advisers(DipFA) together with Qualifications for Mortgage Advice(CertMAP) and Equity Release(CertRER). We hold current a Statement of Professional Standing issued by the Institute of Financial Services (IFS)and are members of the Personal Finance Society (PFS). We are whole of market advisers and are fully independent of any product provider.

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