Castleton Financial Planning

Castleton Financial Planning is fully independent financial advice firm. We deal with a wide range of clients, from those looking to start small funds for their children, those looking to check they are investing their money in the most suitable way, individuals planning for their retirement and often retired individuals looking to put their estate in order. We also regularly work with businesses and business owners to support them through auto-enrolment and in dealing with protection/insurance requirements.

We are entered on the Financial Services Register No 448903 at The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

For Individuals

for individualsWe offer a free initial consultation regarding your investments and pensions, and also advice on estate planning and mortgages.
Financial Planning for Individuals

For Businesses

for businessesRunning a business can be hard work, but it can also be highly rewarding – personally and financially.
Financial Planning for Businesses

Our Service Levels

service levelsCastleton Financial Planning offers a range of services backed by knowledge, expertise and experience.
Learn more about our Service Levels