Castlebank Financial Planning
Cumbernauld,, North Lanarkshire
(4)
Cumbernauld,, North Lanarkshire
(4)
We are an established firm of independent financial and estate advisers based in Glasgow and Cumbernauld serving customers throughout the central belt, face to face, online, via the phone, with free home visits if preferred.
Being independent means we are able to pick and choose the best financial products on your behalf, with no bias towards certain providers.
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4 customer reviews
Sharon Cochrane
Very satisfied with the advice I received for my life & critical illness cover. I would definitely refer your company to friends and family due to the experience from first call to getting my policies in force. The premiums were really great too. More...
Reviewed on Google Maps
Laura hughes
I cannot recommend this company enough, especially David Jack. David was incredibly helpful in setting up a new will and providing estate planning advice to my grandmother.
He made the whole process uncomplicated, quick and easy and really put my gran at ease throughout the whole process.
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Reviewed on Google Maps
Christopher Ross
Very thorough, detailed, honest, helpful and professional. Paul gave great bespoke advice, explained different types of insurance and which would benefit me, rather than a generic type to suit all.
Would highly recommend.
Clare Dickson
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Reviewed on Google Maps
Tony Ross
David Jack helped us with various pension and investment needs that we had. His input was fantastic and we were delighted with the advice he gave. We have already recommended castlebank to a few of our friends who are looking for a new adviser. More...
Reviewed on Google Maps
Why should our clients choose you?
Castlebank Financial Planning was founded by experienced industry advisers with the goal of offering high quality independent Financial & Estate planning advice.
We pride ourselves on providing comprehensive and accurate solutions for all of our clients no matter how large or small their investment or estate; and how simple or complex their needs.
When working with us, you’ll see that we take the extra steps to understand what’s important to you and provide the professional care you deserve. After all, it’s your future… why settle for less? You also benefit from:
Expertise You Require - In One Place
We have the experience to advise you Financial Planning, Pensions, Estate Executory, Wills, Powers of Attorney, Family Trusts and Insurance Planning
Free Consultation
We provide an initial meeting at our expense to discuss your situation and find out whether you feel we would be a good match for you.
Competitive Fees
We don’t let higher charges eat away at your long-term returns. As such our fees are considered the lowest amongst our competitors allowing you to generate better returns over the lifetime of your investments.
