Independent Financial Advice

Is your Financial Adviser making a difference in your life?

You deserve a financial adviser who listens, understands and makes financial planning work.

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Ideally located

We are based in Glasgow serving customers throughout the central belt of Scotland with free home visits if preferred.

Our Promise

We provide financial and estate planning with a 100% guarantee on clear advice and transparent costs.

Independent

Being independent allows us to thoroughly research all your best investment options seeking out your best returns.

Financial Adviser Glasgow

Name: Castlebank Financial Planning
Address: 20/23 Woodside Place, Glasgow, Lanarkshire, G3 7QL, GB
Telephone: 0141 231 1656

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.

Independent financial advice for everyone

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:

investment advice to help you build an investment portfolio, minimise your tax liability through ISAs /NISAs, seek to generate better returns.
pension advice to help you plan a more comfortable retirement with everything from starting a pension to evaluating company pension schemes.

Planning the future you want

Our expertise in retirement planning and estate planning helps our clients:

make the most of the new pension freedoms, in terms of using a pension to receive an income or pass on the benefits to your family and others.
ensuring the maximum value of assets pass to your intended beneficiaries tax efficiently.

Come to us, or we can come to you!

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.

Contact Us

0141 231 1656

How We Make A Difference …:

investment adviser, pension advice, independent financial adviser

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

Financial Adviser

SIMPLE CHARGES

Fees that are simple and very competitive so that you can generate additional returns over the lifetime of your investments.

financial adviser

EXPERTISE IN ONE PLACE

We provide Financial Planning, Pensions, Investments, Estate Executory, Wills, Powers of Attorney, Family Trusts and Insurance Planning

Kind Things Our Clients Say

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.

Jackie MackayLondon

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.

Joe GogarnoGlasgow

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.

Brian WoodsGlasgow

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Disclaimer

Castlebank Financial Planning is Authorised and Regulated by the Financial Conduct Authority. We can be found on the FCA Register under Number 625914.

Registered in Scotland No SC470413. Registered Office: 20/23 Woodside Place, Glasgow, G3 7QL. Vat No 188753942

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Wills, Powers of Attorney, Trusts and some forms of tax planning are not Regulated by the Financial Conduct Authority