More than investment advice. When it comes to your investments we do the hard work for you.
Whether you’ve received an inheritance, sold a property, or already have an investment portfolio and want this reviewed, we can help.
Coming into a large amount of money brings the unique financial stress associated with abundance. You may worry about taxes or make good long-term choices with the funds that’s why we take the time to get to know you, your values, and your situation before giving advice.
This means that the advice we do give is not only accurate but expertly tailored to you and your particular financial situation.
For most of us, we do consider what kind of risk we are prepared to take – and what we mean by risk can vary dramatically from person to person and may change over time which will affect your asset allocation – how you choose to split your money between different types of investments such as shares, fixed-income securities, cash and property
There are many different levels of risk and we will help you consider what type of investment can be arranged to ensure you can “sleep at night.”
We provide independent investment advice, therefore we are not restricted in any way. This allows us to consider, identify and shortlist the most appropriate investment options in the market to meet your needs including:
The changing value of your investments means that your asset allocation may no longer match your investment goals, so we’ll need to make adjustments along the way to keep you on track to meet your goals.
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 our investment advice can make a difference to your investments.
DipFA, MLIBF, MSWW
BOOK YOUR FREE INVESTMENT MEETING WITH ME: WITH ABSOLUTELY NO OBLIGATION
HOME VISITS AVAILABLE: WHERE THIS IS MORE CONVENIENT (NO ADDITIONAL CHARGE)
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.
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
Here are a few you might recognise
You are not certain to make money – you may suffer a loss