Welcome to Castle Financial Planning with me, John Castle.
I’ve been a financial adviser for more than 25 years, and have helped many individuals, families and business owners to successfully manage their finances. Having worked for some of the UK’s largest financial service companies, I formed my own practice to focus on helping my clients achieve their financial goals.
Being independent means that I don’t work for any other institutions. I work solely for my clients and in their best interests. It also means I have access to the whole marketplace and can recommend the most suitable product or service for your circumstances and needs.
The advice we provide is fully guaranteed and is backed by £2m of Professional Indemnity insurance, offering further peace of mind.
The information below provides an overview of our service, how it works and how you can potentially benefit. If you’d like some help with your financial planning, please feel free to get in touch.
Our Approach
I’ll take the time to get to know you and understand the things that matter most to you, including your plans and hopes for the future, as well as any concerns you may have. Then we’ll review your current financial position and to what extent your finances are in alignment with the things you want to achieve.
Wherever you may need it, I’ll provide you with clear and sound advice to help you build, manage and protect your wealth. By working together, we will ensure your financial plan is in good shape and working optimally for you, bringing you confidence, reassurance and peace of mind.
How You Can Benefit
Depending on your personal circumstances and needs, and where required, I will help you:
Build an achievable financial plan
Protect your loved ones financially
Manage your investments effectively
Reduce your exposure to tax
Secure your retirement income
Minimise your inheritance tax liability
Pensions Review Service:
Helping You to Maximise Your Income in Retirement
Please click on the image below for further details:
How We Add Value
As your adviser, I will provide you with added value in the following ways:
Bring focus and clarity to your financial goals
Review the effectiveness of your existing arrangements
Conduct thorough research and due diligence on all available solutions
Provide you with good value for money by only recommending cost-effective products and services
Identify new opportunities to help you increase and protect your wealth in an ever-changing marketplace
Help you avoid common mistakes, particularly during difficult financial market conditions
Keep your financial plan on track with a range of options for ongoing advice and servicing
Insights
Below you will find valuable insights into the following subjects, in an easily downloadable format.
Insights
Below you will find valuable insights into the following subjects, in an easily downloadable format.
Your Peace of Mind
I provide independent financial planning advice. Being independent means that my recommendations are always based on having completed a comprehensive and fair analysis of the whole market.
In addition, I subscribe to and abide by a number of laws and regulations that exist for your protection, confidentiality and security:
The Financial Conduct Authority
Our regulator, who ensures a healthy and successfull financial system, so consumers get a fair deal.
The Financial Services Compensation Scheme
For your financial security, protecting customers of financial services firms that have failed, providing support and compensation.
The General Data Protection Regulation
For the protection of your data, covering EU privacy law and human rights law.
The Financial Ombudsman Service
An independent and impartial body to help resolve complaints between financial businesses and their customers.
Complaints Process: My job is to ensure that you are delighted with the service I provide throughout our dealings. However, should you ever feel the need to make a complaint, you can do so in accordance with our complaints procedure, as detailed here.
Our Commitment to You
I’m committed to providing you with the highest standards of financial advice and service. At all times, I will:
Be open and transparent in all my dealings with you
Communicate clearly, promptly and without jargon
Seek your feedback to ensure my service fully meets your wants and needs
The independent financial advice we provide is fully guaranteed by New Leaf Distribution Ltd.
We also carry Professional Indemnity insurance that provides cover of up to £2m per claim.
My Commitment to You
I’m committed to providing you with the highest standards of financial advice and service.
At all times, I will:
Be open and transparent in all my dealings with you
Communicate clearly, promptly and without jargon
Seek your feedback to ensure my service fully meets your wants and needs
The independent financial advice we provide is fully guaranteed by New Leaf Distribution Ltd.
We also carry Professional Indemnity insurance that provides cover of up to £2m per claim.
My Commitment to You
I’m committed to providing you with the highest standards of financial advice and service.
At all times, I will:
Be open and transparent in all my dealings with you
Communicate clearly, promptly and without jargon
Seek your feedback to ensure my service fully meets your wants and needs
The independent financial advice we provide is fully guaranteed by New Leaf Distribution Ltd.
We also carry Professional Indemnity insurance that provides cover of up to £2m per claim.
What Our Clients Say
Contact
If you’d like some help with your financial planning, please get in touch for an initial discussion.
John Castle
Castle Financial Planning
01245 526328 / 01279 293216
john@castlefinancialplanning.co.uk
Elizabeth House, 28 Baddow Road, Chelmsford CM2 0DG
Available for home visits or office-based meetings at:
Elizabeth House
28 Baddow Road
Chelmsford
Essex
CM2 0DG
Thremhall Park
Start Hill
Bishop’s Stortford
Hertfordshire
CM22 7WE
