Independent Financial Advice
For over 20 years we have been providing unbiased financial planning advice to clients throughout Glasgow and surrounding areas
With over 40 years combined experience we are a friendly family run independent financial adviser based in Glasgow, serving customers throughout Scotland.
We provide financial planning services that are modern, transparent and tailored to meet the needs of the individual or company requiring them.
Not all advisory firms are created equal. Castlebank Financial Planning was established to give everyday people access to what is normally reserved for the ultra-wealthy.
This includes access to whole of market investment choice, competitive fees and unlike many of our competitors no minimum investment sums required to be invested with us.
Our services include:
We are flexible in our approach to our customers. We are located in Glasgow but are more than happy to visit our clients anywhere throughout Central Scotland, including Glasgow, East Kilbride, Falkirk, Stirling, Cumbernauld.
It all starts with a conversation, please do get in touch to get your financial questions answered.
Our independence means that the financial and investment advice we provide is drawn from the whole of the market and led by your needs
Fees that are simple and very competitive so that you can generate additional returns over the lifetime of your investments.
EXPERTISE IN ONE PLACE
We provide Financial Planning, Pensions, Investments, Estate Executory, Wills, Powers of Attorney, Family Trusts and Insurance Planning
Here are a few you might recognise