Castle Financial Services (South East) Limited

Financial Advice Services


Before we provide any financial advice to any individual or company we will make sure that we know about you and your financial position, we will also get an understanding of what you are attempting to achieve. Our advice will be based on you and your company and will be bespoke to your situation.

We do not have a set review date, the funds in the portfolio are continuously monitored and reviewed and when we believe necessary we make changes to the portfolio, the client has the option to visit me to meet face to face but it is their responsibility to make the appointment. We do generally meet about once a year but the investments are reviewed more often than this.

How do we do this?

We constantly review the funds we recommend, we decide which sectors we want to invest in, this is based on the economy at the time and our belief of what is likely to occur in the future. Meeting with fund managers, economists and continual review of the economy by Castle Financial Services (South East) Ltd. enable us to structure an opinion of how the economy is most likely to perform in the future.

  • There are no guarantees that we will always make the correct decisions or that the choices we advise on will always be timed perfectly, but we do believe that we
  • make our recommendations on sound economic theory and a strong understanding of the impact of changes in the economy. We will do our utmost to ensure that the timing of our advice works to your advantage.
  • Initially your investment will be placed in the portfolio that matches the risk that you are willing to accept, you will at any point in time be able to change your risk profile and we suggest that you regularly complete a new Attitude to Risk Questionnaire to ensure you are always invested in the correct risk level.
  • When we believe that the portfolios should be changed we will advise you.
  • If we have take over the advice of your investments, we will then advise if any alterations to the portfolio will be, in our opinion, beneficial for you in the future. All of our recommendations will be communicated to you in writing, normally by email.

When advising on any other matter we consider each clients situation analysing their goals and aspirations, we will then research the most effective solutions to achieve these objectives. We will continue to advise each client throughout the years ensuring that the

advice provided initially is on track to achieve what it was designed to do, alterations and improvements will be advised when the need arises. Clients' plans also change over the years and we will always be available to discuss this and provide financial advice that will assist.

For more information about our company and our standard costs and charges please contact us or you can look at the following documents:

We are here to help

For more information on our Financial Advice service please click here

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.