Financial planning for retirement can be challenging. Decisions about insurance, savings, mortgages and investment are easier and your money goes further if you get organised!
We’ll give you specific targets to help you get value for money and reduced risk. It’s called having a plan!
So, yes, we do give insurance, savings & investment advice but also, by helping you with Targets and a Plan, we make your decisions easier and your money go further.
Glyn, Kathryn & Melanie
We're the team at Castle Trust. We take the approach "treat your clients like family and you can't go wrong."
JS and DL
TB and IH
I like using you as you do all the thinking , you ask all the questions which we don’t know to ask or think of for ourselves. The yearly review keeps everything fresh and relevant to the now.
BC and KC
Getting our insurance and savings sorted was one of those things that I had just keep putting off as it seemed too hard. But then I realised that the longer I put it off the harder and more expensive it would get.
PG and GB
“As a couple we had slightly different views about insurance and investment… and without a common position we took no action. Castle Trust helped clarify the options we both agreed with.
I was always going to sort out a savings plan for retirement , but one of those one day I must do projects!
FW and KG
From the great job that Glyn and his team are doing at educating us we are confident that our money is achieving a good balance between risk and return. We don’t feel the need to micromanage our money.
I now know that there is a very pleasant way of dealing with finances, with budgeting and not worry about spending money. Personally I now have a knowledgeable person encouraging me to enjoy spending a bit more than I was used to.