Jupp Castle Financial Services Ltd

Independent Financial Adviser  5 Taplins Court, Fleet, Hampshire, GU51 4NB
First meeting at adviser's own cost
Specialists in pensions, investments, tax planning, mortgages and protection plans. We also have a linked accountancy practice
We can advise you on
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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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Buy my next home
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Buying first home
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Equity release
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Flexible mortgages
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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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Wealth management
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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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Unit trusts
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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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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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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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Corporate pension
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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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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Heather O'Reilly

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This examination assesses a knowledge and understanding of investment products and the risks involved.

Brian Hellyer DipFA, CeMap, CeRER, CeLTC, ACIB
Director

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

This qualification assessed the knowledge and skills to enhance the career and promotion prospects of those aspiring to middle and senior management positions.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

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.

Where to find us
Head office address: 5 Taplins Court, Church Lane, Hartley Wintney, Hampshire, Hook, RG27 8XU
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020

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