Castleton Financial Planning Ltd

Independent Mortgage Adviser Castleton Financial Planning Ltd, Market Place, Somerset, Castle Cary, BA7 7AH
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
We are proud to be Independent Financial Advisers offering a personal service to both Individual and Business clients.
We can advise you on
  • Buy to let
  • Commercial for individuals
  • Equity release
  • First time buyers
  • Flexible
  • High loan to value
  • Home reversion
  • Remortgage
  • Residential
  • Right to buy
  • Self build
  • Self employed
Meet our advisers
John Broxup
Director
Accreditations
Chartered Financial Planner
Susie Brice CeMAP
Mortgage Adviser
Where to find us

Castleton Financial Planning Ltd, Market Place, Somerset, Castle Cary, BA7 7AH

Contact us
About us

The team at Castleton Financial Planning are highly qualified and professional, committed to providing the best possible advice to clients. Indeed a range of Solicitors and Accountants refer their clients to us and feel they can do so with confidence.

Whether you are a personal client or a business you can choose to work with us on either a fee paying or commission paying basis. We can provide written reports summarising your current situation and our recomendations, taking account of your circumstances and financial aspirations.

Our services

Castleton have three highly qualified mortgage advisers who can provide advice on the range of mortgage services, including equity release together with Protection needs such as Life Cover, Serious / Critical Illness Cover, Income Protection, and Loan Protection, together with Business Protection including Director Share Purchase and Key Person Assurance.

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

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