Castle Financial Services Ltd

Financial Advisers (Independent) in Dursley

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53 Cam Green
Cam
Cam
Dursley
Gloucestershire
GL11 5HL

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Opening hours

Monday to Friday: 9am - 5pm

Saturday to Sunday: Closed


Key Services

estate planning, pensions and investment advice, wealth managment



About

  • 25 years experience as an IFA
  • Pension savings advice
  • At retirement pension advice
  • In retirement pensions management
  • Investment planning and management
  • Tax efficient investment advice
  • Estate, Wills and power of attorney planning
  • Jargon-free, simple to understand advice

Independent, local advice

We have been providing well-researched, jargon-free, simple to understand, independent advice since February 1992. We serve clients in Gloucestershire / South Gloucestershire, and concentrate on building long term relationships with clients, helping them to set, monitor, adjust and achieve their financial planning goals.

Trading Since

1992

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Products and Services

We offer these services

  • website

We offer these payment methods

  • Cheque
  • Bank Transfer
  • Direct Debit
  • Standing Order

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