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.