About Castleton Financial PlanningAbout Castleton Financial Planning

The name Castleton comes from the Old District. Castleton itself is now an integral part of Sherborne, although it was once a separate borough, with it’s own court its peculiar rights and liberties.

Castleton from its founding in Norman times and for several centuries thereafter, lay apart from Sherborne and, as it’s name implies, was an isolated adjunct to the great 12th Century Castle built by Bishop Roger of Salisbury.

Castleton Financial Planning offers a range of services backed by knowledge, expertise and experience. Whether you are concerned about your eventual retirement or simply feel you are paying too much tax, we can help you find ways of making the most of your money for both the present and the future.

Meet the team

John BroxupJohn Broxup – Director

John has over 30 years experience in Financial Services and is a qualified Chartered Financial Planner and member of the Personal Finance Society, The Society of Mortgage Professionals and the Chartered Insurance Institute. He established Castleton Financial Planning in 2006 which now runs out of the office in Castle Cary. John takes pride in the advice he gives and the team behind him, giving advice to both personal and corporate clients. His specialities are investments, pensions and Inheritance Tax planning but between him and his team the whole spectrum of financial advice is covered including mortgages, life assurance and cash flow forecasting.
 
John enjoys film, theatre and music. He is a regular at the Glastonbury festival together with his whole family, albeit that he spends as much time in the Kid’s field with the grandchildren as he does watching bands. John also enjoys the Somerset and Dorset countryside with his wife walking their two dogs, skiing and sport in general.

Email: johnbroxup@castletonfp.com  |  Tel: 07813844493

Tim HagueTim Hague – Director

Tim is the non advising Finance director of the Company. He is a Chartered Certified Accountant who ran his own practice based in Sherborne until 2013 .Tim established Castleton Financial Planning with John Broxup in 2006.

Their  business partnership grew from him being his adviser and both seeing a need for clients to be advised and guided in a holistic and professional way through the complexities of the financial world.

Louise ParsonsLouise Parsons – Senior Financial Consultant

Louise has worked in Financial Services for over 30 years. She is a regulated diploma qualified Financial Planner with over 11 years of experience in the role and is also a member of the Personal Finance Society. She is qualified to give advice regarding investments, pensions, inheritance tax planning, long term care, life assurance and income protection. She joined John and the team at Castleton in 2012 and thoroughly enjoys working with them. She prides herself on the advice she gives to her clients and her customer service. Louise enjoys spending time with her family, reading, theatre and loves to travel.

Email: louiseparsons@castletonfp.com  |  Tel: 07434 948023

Emily TuckerEmily Tucker – Para-planner / Mortgage Adviser

Emily joined Castleton in 2011 and has worked in Financial services for over 20 years. Emily is a paraplanner and also a qualified Mortgage and Equity Release Adviser and also offers advice on protection. Emily has a City and Guilds NVQ2 in Customer Service and is currently studying for her Diploma in Regulated Financial Planning. Emily enjoys walking with her family and dog and has an interest in travel and photography.

Email: emilytucker@castletonfp.com

 

Rachel JonesRachel Jones – Senior Administrator

Rachel joined Castleton Financial Planning in April 2007, she had worked in the banking sector for 20 years prior to this and has a City & Guilds qualification in Customer Service. Rachel is our Senior Administrator & Assistant Compliance Officer and makes sure that everything behind the scene runs smoothly.

Email: racheljones@castletonfp.com

Lucy Harris – Paraplanner

Lucy joined us in March 2016 in the role of Administrator. She has previously worked in a number of financial and administrative positions. Lucy holds a Level 3 Diploma in Business Administration and a Level 5 Certificate in Business Management. She is currently studying towards her Diploma in Regulated Financial Planning.

Her interests include travelling (spent a number of years living and working in Australia and sightseeing in Asia). Lucy enjoys socialising, shopping, music and goes to the Glastonbury festival on a regular basis.

Email: lucyharris@castletonfp.com