Castlebank Financial Planning - Financial Adviser In Glasgow

As Independent Financial Advisers we create financial plans designed to achieve, maintain and protect a desired lifestyle

Financial Planning For Everyone

So you know what you want – a good financial plan and an experienced, professional adviser who understands your requirements and knows what you want to get out of life.

How do you go about finding them?

We’re delighted that most of our clients come to us because we have been recommended by a friend or colleague. Now is your chance to quiz us, check us out, ask anything you want. This is all part of the process that we embrace about making sure we are right for you.

We always work in partnership with our clients. Once we’ve helped you identify your goals, we go ahead and start to formulate a detailed, financial plan. You will see that we take into account your attitude to risk, the timescales you’re working towards and the investment return you’re looking for.

For individuals, our services can include help with investments, pensions, tax relief, estate planning and protection. We specialise in retirement planning, helping people 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.

We also work with companies, assisting them with employee benefits, auto-enrolment, taxation planning, business protection and exit strategy planning.

When working with us, you’ll see that we 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?

Unlike many of our competitors we provide:

The expertise you require in one place.

A free consultation, research, and recommendation report.

Competitive fee structures.

Come to us, or we can come to you!

Here at Castlebank, 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 touchAs Independent Financial Advisers we create financial plans designed to achieve, maintain and protect a desired lifestyle