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:
Our expertise in retirement planning and estate planning helps our clients:
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.
MORE CHOICE
Our independence means that the financial and investment advice we provide is drawn from the whole of the market and led by your needs
SIMPLE CHARGES
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
Davids knowledge is vast both on financial and legal issues and is the best financial adviser I have used. In addition to recovering and securing my pension situation, I have also had a Trust and a Will was drawn up.
David was genuine and put us at ease from the word go. He made recommendations but never pushed us, there were more expensive options and we were non the wiser but he advised that we didn’t need them.
After taken David Jacks advice and place my money as advised, to date my pension fund is growing year on year and I’m delighted with how my pension is performing. I would have no hesitation in recommending.
Here are a few you might recognise
