The Director and Principal Independent Financial Adviser John Collett has been a financial adviser since 1996 and prior to then was a Bank Manager, with this experience gained over the years clients benefit from the vast range of knowledge and with the support provided by the rest of the team at Castle Financial Services we are confident you will receive among the best service and advice available.
The Investment market is very competitive - we know you have excellent alternatives to consider. When you feel it is appropriate to choose an independent adviser for your portfolio there are a number of reasons why Castle should be at the top of your list.
We respect the safety of your assets or the assets for which you are responsible. We want those assets to work hard for you now and in the future. A great deal of time and effort has been and will be spent to develop disciplined investment strategies that are effective, easy to understand, and easy to communicate. When looking after your investments we aim to achieve the following:
Our belief is that the our clients need to feel confident in our advice now and in the future, this means that we regularly review our clients situation ensuring the advice is relevant as circumstances change.
As Castle Financial Services is independent, we are proud as well as required to provide impartial advice. This means that we are able to recommend not only the most appropriate products for you, but also "best of breed" within the marketplace. As and when necessary, we will also introduce you to the services of other professionals such as solicitors, accountants, tax and trust specialists.
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You may get back less than you invested.