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!

Working 20-65

Achieve your financial targets

​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.

Financial-Circumstances

Investments

Live the dream - but make sure your money doesn't run out!

Stuart, Kathryn, Alan, Anna-May, Glyn & Melanie

We're the team at Castle Trust. We take the approach "treat your clients like family and you can't go wrong."

CastleTrust-Team-2020
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JS and DL


It’s easy to bumble along feeling intimidated by finances. But now I feel more confident, I think about what options I might have and ask questions to make sure I understand how everything works.

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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.

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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.

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