With over 40 years combined experience we are a friendly family run independent financial adviser based in Glasgow, serving customers throughout central Scotland.
Our main aim is to quite simply to give you the best advice and service available, to make sure you are treated fairly and professionally and to exceed your expectations.
...
We are small and lean, which is reflected in our competitive fee structures, a size where every one of us knows every client. We have no desire to become so large that a client becomes an account number rather than a person, our services include:
Investment Advice
Castlebank knows about investing. What it means, what options you have, how to manage risk and how to help you make use of your allowances and invest tax-efficiently. Investing involves more than blind luck, it involves planning and strategy. Let us discuss your options with you.
Retirement & Pension Planning
Achieving financial independence means having enough income at a point in time, to decide whether to work or not. This is what we want for you; to be comfortable in retirement, to live your life, to do the things you want to do. We can show you how to plan and then enjoy a financially successful retirement.
Estate Planning
Ensure the maximum value of your assets pass to your intended beneficiaries through our inheritance tax advice, wills, power of attorney, family trusts and life insurance.
Come to us, or we can come to you!
We are flexible in our approach to our customers. We are located in Glasgow but are more than happy to visit our clients anywhere throughout Central Scotland, including Glasgow, East Kilbride, Falkirk, Stirling, Cumbernauld …
It all starts with a conversation, please do get in touch to find out how we can help you.
