Financial Planning

Our financial planning works for everyday people just like you. We will partner with you over the long term giving you and your family the support and advice you need to really live life to the full.

Pension Advice

Check for free how your pension is performing and how you could achieve better returns, flexibilty and security.

Retirement Advice

Plan your life after work with help on everything from when to retire and where to invest your money to meet your financial goals

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Investment Advice

When it comes to your investments what’s on your mind? You have investment goals, we have ways to help you reach them.

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ISAs - Transfers

Don’t be one of the countless thousands who miss out on using their tax-efficient allowance before 5th April.

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Financial Planning Glasgow

Address: 20-23 Woodside Place, Glasgow, G3 7QL, GB
Telephone: 0141 231 1656

To get anywhere, you need a plan and the same goes for your financial future so you can better take care of life’s uncertainties. A financial plan will help you achieve efficient use of your money to give you peace of mind security.

We describe ourselves as “Financial Planning for Everyone”

The problem these days is that financial planning can have a variety of titles – independent financial adviser (IFA) Financial planner and wealth manager, most of it adding to consumer confusion.

First, we are financial planners and our goal is to know what you want to accomplish. If we were to meet one year from today, what would have to happen in both your life and financially for you to be happy with the results?

It could be paying off debt so you can sleep easier at night, funding your children’s education fees, having enough of a nest egg so you can do the things you want in retirement or to pass on your wealth tax efficiently.

Working together to reach your financial goals.

Our aim is to listen, develop and work with you on your own tailored financial plan to help meet your financial goals. This can include investment advice, pension advice, life insurance, inheritance tax and estate planning.

So whether you are rapidly progressing your career, building your business or looking to grow your wealth. We provide the professional advice required to attain your goals

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 discover how we can make a difference to your financial life.

Contact Us

0141 231 1656

Main point of contact

David Jack
DipFA, MLIBF, MSWW

BOOK YOUR FREE FINANCIAL PLANNING MEETING WITH ME: WITH ABSOLUTELY NO OBLIGATION

HOME VISITS AVAILABLE: WHERE THIS IS MORE CONVENIENT (NO ADDITIONAL CHARGE)

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What Our Clients Are Saying

There is no high pressure sales pitch but rather the benefits and limitations of setting up a trust will be fully discussed and you will be left to make up your own mind in your own time.

Shirley ScottGlasgow

David was genuine and caring and put us at ease from the word go. He simplified everything. He made recommendations but never pushed us, ie there were more expensive options and we were non the wiser but he advised that we didn’t need them.

Jo GargaroGlasgow

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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