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Castleton Financial Planning Limited is proud to be a firm of Independent Financial Advisers offering a personal service to both Individual and Business clients. We provide advice on a wide range of financial issues including:
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Mortgages - Personal, Commercial and Equity Release.
Protection - Life Cover, Serious / Critical Illness Cover, Income Protection, and Loan Protection, together with Business Protection including Director Share Purchase and Key Person Assurance.
Savings - including Cash Deposits, Individual Savings Accounts (ISA’s), Investment Trusts, Ethical / Environmental investments and bonds both onshore and offshore. National Savings, Venture Capital Trusts (VCT), Enterprise Investment Schemes.
Pensions - Incorporating Stakeholder arrangements, Self Invested Personal Pensions (SIPP), Small Self Administrated Scheme (SSAS’s), Divorce analysis, Group and Company schemes
Annuities - and Retirement Benefits.
Inheritance Tax Planning - Estate Planning and Trustee Investment.
Private Medical Insurance
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.
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Authorised and Regulated by the Financial Services Authority.
Registered in England and Wales No. Company Registration Number 0561679. Registered Office: Registered Address: York House, 6 Coldharbour Business Park, Sherborne, Dorset, DT9 4JW |
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