Castle Financial Services (South East) Limited

About Us

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:

  • To Invest your capital into a diverse
  • portfolio based on the risk that you are willing to take to give you the opportunity to increase the value of your capital and give you the option for income.
  • To provide access to a huge selection of funds of many different sectors from a wide range Fund Management groups to maximize investment performance and ensure choice both now and in the future.
  • To design and professionally manage portfolios that aim to lead trends, not follow them. Each portfolio is structured to provide consistent, real returns over a market cycle within the portfolio's stated risk/reward parameters representing a true reflection of process and discipline.
  • To be able to track and compare performance via recognised benchmarks that are consistent to the risk profile of the portfolio.

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.

Why an Independent Financial Adviser?

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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The value of pensions and investments and the income they produce can fall as well as rise.

You may get back less than you invested.