We provide a collaborative, team-based approach to our work. We are small and lean, which is reflected in our competitive fee structures, a size where every one of us knows every client. We have no desire to become so large that a client becomes an account number rather than a person.
Hello, I’m David Jack, Managing Director of Castlebank Financial Planning. I understand how hard you work to secure your financial future, and that you should expect nothing but the best when seeking financial advice. That’s why I’ve designed my services with you in mind.
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When working with me, you’ll see that I take the extra steps to understand what’s important to you and provide the professional care you deserve. After all, it’s your future… why settle for less?
My experience in Financial and Estate Planning has been proven by over 30 years in the financial and legal services industry providing planning advice to both private and business clients.
Finally, in my experience few advisers offer true holistic financial planning. My aim to ensure that not only the growth of your assets is achieved but that they are preserved to ensure they can be passed on to the next generation quickly and tax efficiently.
If you’re looking for a firm that truly understands your tax situation, look no further. Not only am I a skilled financial planner, but I have years of experience helping clients reduce their tax liabilities.
All the best,
David
Paul Reynolds has operated in financial services for over 25 years and in that time he has established a reputation in the industry for championing things that he feels strongly about.
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Prior to Castlebank his work has been acknowledged by multiple awards that he has been awarded over the years in mortgage and insurance planning.
Driven to give his clients the best possible advice Paul’s objective is to help the clients of Castlebank minimise if not eliminate, the financial, personal, and physical struggles that beset many, when unfortunately they experience a disabling illness, or death occurs unexpectedly.
As Head of Protection he makes our clients aware of the need to protect themselves, their families, and their businesses, to preserve their lifestyle and assets.
His role also includes responsibilities for the broad protection strategy and the development of strong relationships with insurers and other third party business partners.
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