This is Why We Do What We Do
Our Customer Stories
Vouched For Verified Reviews
Review From Verified Client
5 out of 5
Renfrewshire
April, 2018
What were the circumstances that caused you to look for a Financial Adviser?
To set up a Family Trust.
How did David Jack help you?
Explained very clearly what was required and gave very professional and prompt service.
What is your current situation? Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Very happy with service as it was given.
Review From Verified Client
5 out of 5
Ayrshire
March, 2018
What were the circumstances that caused you to look for a Financial Adviser?
I first used the services of David yo help me find a mortgage 11 years ago.
How did David Jack help you?
David helped me by helping me find the best mortgage for my circumstances. He followed that up by helping us with writing a will. I have used David for many other reasons in the following years, such as helping gather information about my Dads estate after his death, giving advice on me becoming a Financial Guardian for my brother and investing in long-term savings.
What is your current situation? Have you seen the outcome you were hoping for?
I have always found David to offer fabulous advice and in every instance I have been more than happy with the service he provides.
Review From Verified Client
5 out of 5
Kent
March, 2018
What were the circumstances that caused you to look for a Financial Adviser?
Managing my pension fund.
How did David Jack help you?
I required an IFA to invest my pension. My first encounter with an IFA was disastrous and resulted in my funds being considerably depleted within 1 year. I recovered my funds but was very nervous about engaging another IFA. My cousin recommended her IFA but she lives in Glasgow, I live in London. David Jack flew down to London to visit me twice. We keep in touch by Skype and phone. David is knowledgeable and most importantly listens carefully to what the client’s wishes are and advises them of their options. For nearly 3 years now I’ve been worry free regarding my pension. I have no hesitation in recommending David Jack of Castlebank Financial Planning whatever part of the country you live in.
What is your current situation? Have you seen the outcome you were hoping for?
I was very happy that I understood the procedureI am confident and relaxed that my pension is well managedI also purchased additional and put my home in trust to my childrenThe result was much better than if I’d managed on my ownI am very happy with the management of my pension.
What could they have done better?
nothing
Review From Verified Client
5 out of 5
Lancashire
March, 2018
What were the circumstances that caused you to look for a Financial Adviser?
Managing my pension fund.
How did David Jack help you?
I required an IFA to invest my pension. My first encounter with an IFA was disastrous and resulted in my funds being considerably depleted within 1 year. I recovered my funds but was very nervous about engaging another IFA. My cousin recommended her IFA but she lives in Glasgow, I live in London. David Jack flew down to London to visit me twice. We keep in touch by Skype and phone. David is knowledgeable and most importantly listens carefully to what the client’s wishes are and advises them of their options. For nearly 3 years now I’ve been worry free regarding my pension. I have no hesitation in recommending David Jack of Castlebank Financial Planning whatever part of the country you live in.
What is your current situation? Have you seen the outcome you were hoping for?
I am very happy with the manor David Jack has managed my pension fund.I understand where and how my money is held.
What could they have done better?
Nothing. I am not knowledgeable about this type of financial matter. David Jack explained the procedure in terms I could understand.
Review From Verified Client
5 out of 5
Lanarkshire
March, 2018
What were the circumstances that caused you to look for a Financial Adviser?
Was recommended David Jack by a family member. He is a very pleasant and helpful gentleman. Friendly and very knowledgeable.
How did David Jack help you?
David listened to our requirements and matched them exactly to the products he recommended. I would not hesitate in vouching for David. We will continue to trust him with all our financial needs.
What is your current situation? Have you seen the outcome you were hoping for?
His advice was sound and we have gone ahead with ALL his suggestions.
What could they have done better?
Nothing at all.
Review From Verified Client
4.7 out of 5
Lanarkshire
March, 2018
What were the circumstances that caused you to look for a Financial Adviser?
Had to sort power of attorney for my parents.
How did David Jack help you?
Very helpful in explaining everything.
What is your current situation? Have you seen the outcome you were hoping for?
Yes.
Review From Verified Client
5 out of 5
Lanarkshire
March, 2018
What were the circumstances that caused you to look for a Financial Adviser?
Advice on family trust, retirement investments.
How did David Jack help you?
excellent advice on above.
What is your current situation? Have you seen the outcome you were hoping for?
We have the future security for our family that we were looking for.
What could they have done better?
Done everything that we asked him to do.
Review From Verified client
4.7 out of 5
Dunbartonshire
March, 2018
What were the circumstances that caused you to look for a Financial Adviser?
Bly wife and I approached David for joint wills and power of attorney agreements.
How did David Jack help you?
David visited us initially and explained in full detail the documents and the processes involved to complete our paperwork.
What is your current situation? Have you seen the outcome you were hoping for?
David advised very well – explaining the detail of the documents in lay man’s terms ensuring we fully understood the steps involved. He also kept in close touch with us during the process before delivery of the final documents. Apart from his expert knowledge in this field David is a very personable individual and impressed us both -we would recommend David without hesitation to other family and friends for the high quality service provided to us.
What could they have done better?
We both had complete confidence in David based in his experience, knowledge and professional approach.
Review From Verified Client
5 out of 5
Lanarkshire
March, 2018
What were the circumstances that caused you to look for a Financial Adviser?
I was coming up for retirement and required advice on pension and investment savings.
How did David Jack help you?
He discussed my finances and was a great help in advising where best to invest – he made it very clear in simple terms for me to understand.
What is your current situation? Have you seen the outcome you were hoping for?
I have been very happy with my pension investment and have seen a good return already. He puts you at ease and gives practical sound advice.He also assesses you as a person and knows the right questions to ask leading you to the right investment suitable to your needs.
What could they have done better?
He also arranges the next meeting to review your investment on a regular basis
Review From Verified Client
4.7 out of 5
Lanarkshire
March, 2018
What were the circumstances that caused you to look for a Financial Adviser?
Help with planning my future financial strategy.
How did David Jack help you?
Excellent I found David to be a very pleasant and genuine man. Very easy to deal with and able to answer any questions I had. He contacted me if needed. His visits were always carried out. No cancellations. Paperwork well presented. All in all, I am very happy I used Castlebank and will continue to do so.
What is your current situation? Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing
Review From Verified Client
5 out of 5
Renfrewshire
March, 2018
What were the circumstances that caused you to look for a Financial Adviser?
We found this all to be a bit confusing but David gave us excellent advice.
How did David Jack help you?
GREAT ADVICE We were recommended by a friend to use Castlebank Financial Planning Limited for some financial guidance, David Jack gave us the most helpful, professional advice and we would highly recommend using this company.
What is your current situation? Have you seen the outcome you were hoping for?
Yes, David’s advice was absolutely perfect.
What could they have done better?
Nothing at all, the service was first class.
Review From Verified Client
5 out of 5
Dunbartonshire
March, 2018
What were the circumstances that caused you to look for a Financial Adviser?
Advice on tax relating to my personal pension.
How did David Jack help you?
10 OUT OF 10 Excellent. Nice offices, warm welcome and very good advice. Would recommend this firm without a question.
What is your current situation? Have you seen the outcome you were hoping for?
Very much so.
What could they have done better?
Nothing really.
Review From Verified Client
5 out of 5
Lanarkshire
March, 2018
What were the circumstances that caused you to look for a Financial Adviser?
My elderly mother was looking to put her affairs in order.
How did David Jack help you?
EASY TO UNDERSTAND, CLEAR ADVICE. We contacted Castlebank recently as my mother was looking to put her affairs in order. David Jack came to see the family and we discussed her plans. David was extremely knowledgeable and could explain the different options available in an easy to understand manner. My mother was delighted with the options put forward and now has peace of mind. We would highly recommend David and his team at Castlebank to anyone looking for Financial Planning Advice.
What is your current situation? Have you seen the outcome you were hoping for?
Yes. David provided a clear and concise service.
ncise service.
YELL Verified Reviews
Reviews
03 Apr 2018
Highly recommend Castlebank Financial Planning
David Jack helped our family with financial advice which we required to seek on our mother’s behalf. The information provided by David was very detailed, thorough and tailored to our needs. David has in turn provided us with advice and we would highly recommend Castlebank, having done so already to friends.
13 Mar 2018
Pension Investment
Contacted Castlebank to provide advise on a way forward with my finances, most notably personal pensions. The Advisor listened to what I had to invest and then advised he would return in a week after he had researched the market for the best option to place my funds in. There was no pressure on me to invest but, because it had been well explained to me, I decided to take his advice and place my money as advised. To date my pension fund is growing year on year and I’m delighted with how the pension fund is performing. I would have no hesitation in using them again should the need arise.
Brian W
12 Mar 2018
For professional service you can trust, go to Castlebank first
David dealt very professionally with my wife and I to prepare wills and powers of attorney. He was very knowledgable and took time to explain all aspects of the documents in non-technical terms, while delivering quality pertinent advice on all aspects of the documents. His “turn around” was very prompt. I would thoroughly recommend David without hesitation for any similar tasks within your family circumstances.
12 Mar 2018
Good service
I contacted David Jack on the advice of a friend and was very impressed with the service provided. David advised me well with my inheritance and hopefully this will yield favourable returns in the future. David has a lot of experience and this was exactly what I was looking for. I would recommend Castlebank Financial Planning and will use them again.
08 Mar 2018
Excellent
I found David to be a very pleasant and genuine man. Very easy to deal with and able to answer any questions I had. He contacted me if needed. His visits were always carried out. No cancellations. Paperwork well presented. All in all I am very happy I used Castlebank and will continue to do so.
26 Jan 2018
10 out of 10
Excellent. Nice offices, warm welcome and very good advice. Would recommend this firm without a question.
Easy To Understand, Clear Advice.
We contacted Castlebank recently as my mother was looking to put her affairs in order. David Jack came to see the family and we discussed her plans. David was extremely knowledgeable and could explain the different options available in an easy to understand manner. My mother was delighted with the options put forward and now has peace of mind. We would highly recommend David and his team at Castlebank to anyone looking for Financial Planning Advice.
23 Oct 2017
Great Advice
We were recommended by a friend to use Castlebank Financial Planning Limited for some financial guidance, David Jack gave us the most helpful, professional advice and we would highly recommend using this company.
24 Aug 2017
Professional, Trustworthy and Competent
Our dealings with Castlebank’s David Jack began in 2011. At that time we were retiring from our professional lives and were looking for advice on planning for our financial futures. David provided clear guidance on the options available to us and helped us to decide how to proceed. At no stage over the years that we have been dealing with David have we felt under any pressure to act on his recommended investment strategies; we implemented some of the recommendations straight away whereas others are just being implemented now since they now suit our current circumstances. David has maintained contact over the years to carry out periodic reviews of our finances to help us ensure that our financial plans are sound. We are very happy to recommend Castlebank to anyone looking for financial planning advice.
23 Aug 2017
Great advice and service!
Very satisfied with the advice I received for my life & critical illness cover. I would definitely refer your company to friends and family due to the experience from first call to getting my policies in force. The premiums were really great too.
Sharon Cochrane
21 Aug 2017
Private Healthcare and Critical Illness Advice
I must confess to being a little prejudice, on the basis I cant see past a professional who actually delivers on their promises. Further, if you are fortunate enough to find trust too; then I can only offer praise for that person/company.
Castlebank’s Paul Reynolds not only delivered on his promises and established trust with myself and my wife, he has become a good friend in the process. So much so that my business partners and friends now choose Castlebank as their adviser of choice for their financial planning.
I would have no problem recommending Castlebank to anyone.
Mark O’Dowd
Partner
Energy Law Unlimited
31 Jul 2017
Great advice and so helpful.
I had an important decision to make regarding how I accessed my pension and after contacting Castlebank Financial Planning I met with their adviser and he provided me with information on all of my choices and helped me decide on my best course of action. I would recommend Castlebank to anyone who needs sound financial advice.
12 Jul 2017
Trustworthy knowledgeable successful company
I required an IFA to invest my pension. My first encounter with an IFA was disastrous and resulted in my funds being considerably depleted within 1 year. I recovered my funds but was very nervous about engaging another IFA. My cousin recommended her IFA but she lives in Glasgow, I live in London. David Jack flew down to London to visit me twice. We keep in touch by Skype and phone. David is knowledgable and most importantly listens carefully to what the clients wishes are and advises them of their options. For nearly 3 years now I’ve been worry free regarding my pension. I have no hesitation in recommending David Jack of Castlebank Financial Planning whatever part of the country you live in.