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Castleton Financial Planning Limited (CFP)

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Castleton Financial Planning Limited (CFP)

Overview:

Castleton Financial Planning Limited is proud to be a firm of Independent Financial Advisers offering a personal service to both Individual and Business clients. We provide advice on a wide range of financial issues including the following:
Mortgages - Personal, Commercial and Equity Release.

Protection - Life Cover, Serious / Critical Illness Cover, Income Protection, and Loan Protection, together with Business Protection including Director Share Purchase and Key Person Assurance.

Savings - including Cash Deposits, Individual Savings Accounts (ISA’s), Investment Trusts, Ethical / Environmental investments and bonds both onshore and offshore. National Savings, Venture Capital Trusts (VCT), Enterprise Investment Schemes.

Pensions - Incorporating Stakeholder arrangements, Self Invested Personal Pensions (SIPP), Small Self Administrated Scheme (SSAS’s), Divorce analysis, Group and Company schemes

Annuities - and Retirement Benefits.

Inheritance Tax Planning - Estate Planning and Trustee Investment.

Private Medical Insurance

The team at Castleton Financial Planning are highly qualified and professional, committed to providing the best possible advice to clients. Indeed a range of Solicitors and Accountants refer their clients to us and feel they can do so with confidence.

Whether you are a personal client or a business you can choose to work with us on either a fee paying or commission paying basis. We can provide written reports summarising your current situation and our recomendations, taking account of your circumstances and financial aspirations.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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