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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:

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.

 
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
 

 

The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

To visit the FSA consumer website - Money Made Clear - please click here

Registered Address: York House, 6 Coldharbour Business Park, Sherborne, Dorset, DT9 4JW