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Castle Financial Services (South East) Ltd
INDEPENDENT FINANCIAL ADVISERS
A GUIDE TO OUR SERVICES
Castle Financial Services (South East) Limited provides independent financial advice for both individual and corporate clients. John Collett the Director of Castle Financial Services (South East) Limited, became a Financial Adviser in 1996 and set up Castle Associates working from Barham Court in 1999. On the 9 February 2006, the company was incorporated and the company was registered as Castle Financial Services (South East) Limited. Castle provides independent financial advice for both individual and corporate clients, we provide a wealth management service, designing investment portfolios developing long-term relationships with our clients and providing for all of their financial needs over many years.
HOW CAN WE HELP YOU?
Providing
independent advice
01
Looking after
our clients
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Our services
and what we do
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The financial world can be extremely complex. Analysing and monitoring the enormous diversity of products, funds, wrappers and platforms is important. It ensures you obtain the best solution each time we review your current provisions and objectives.
The value of an investment can go down as well as up, capital is at risk. The Financial Conduct Authority does not regulate taxation and trust advice or will writing. The guidance and/or advice contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
"We've been using Castle Financial Services (SE) Ltd for many years and couldn't be happier with the knowledge, expertise and insight that John and his team impart. Couldn't be happier how our portfolio is progressing and wouldn't hesitate to recommend Castle Financial Services (SE) Ltd to anyone needing independent financial advice."
Mr Inman, Kent
CONTACT US
Barham Court, Teston, Maidstone, Kent ME18 5BZ
Email info@castlefs.co.uk Phone 01622 618609
