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Welcome....

Start with a simple question: Are all financial advisers the same?

Whilst we all have access to the same providers, the same products and the same services, the answer is "no" we are all different.

ISO 22222 sets out a "standard financial planning process" which advisers should follow, so the differences are in how different advisers do what they do, (and whether they actually deliver on their promises) along with how they are paid for what they do.

Whilst we are happy to deal with clients who seek advice with "one-off" enquiries (mortgage, Will, "at retirement") the main focus of our business is "planning".

This means building long-term relationships with clients, building achievable plans that are monitored, regularly reviewed and maintained to ensure that they remain on track to achieve goals.

We offer a number of different services and levels of service - please read our "personal client prospectus" in the library section for details and charges. We are "RDR ready" with our services and charges so, if you are serious about achieving your goals, why not make an appointment and find out what makes us different, and why clients taken on 20 years ago still use us for their own planning and regularly recommend our services to others for planning.

Contact details - Telephone 01453 548454 or Email ray@castlefs.com. If you ring "out of hours" leave a message on the answering machine and we will contact you.


 
Regulatory Statements

Authorised and Regulated by the Financial Services Authority.

Registered in England and Wales Company No. Company Registration Number.

Registered Office:
53 Cam Green, Upper Cam, Gloucestershire, GL11 5HL

FSA Firm Number: 228199

Telephone : 01453 548454




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 - The Money Advice Service - please click here

To verify our status with the FSA, click here and key in our FSA number: 228199


 
53 Cam Green, Upper Cam, Gloucestershire, GL11 5HL - Telephone : 01453 548454