About us

Castle Financial LLP was founded in 2000 by Colin Bonner.  After working over 20 years as an Independent Financial Adviser, Colin retired in October 2019.
Annette Shaw Dip PFS, CeMap

Annette has lived in the Ribble Valley since 1986 and has had a career in Financial Services for over 20 years; through a High Street Building Society and a National Lender before joining Castle Financial LLP in 2011, becoming a Partner in 2015.

Annette holds the Diploma in Financial Planning and CeMap qualifications, enabling her to advise clients on a wide range of financial planning issues, with particular emphasis on Pensions and Investments. Annette has a vast experience on giving advice on mortgages, mortgage protection, underwriting and the house buying process.

Annette is married to Matthew with two children who occupy a lot of their spare time and enjoys camping and the outdoors.

Matthew Shaw FCCA

Matthew has lived in the Ribble Valley since 2003 and has had a career in Accountancy and Finance for over 25 years; the last 14 years being Finance Director of a regional children's charity, before joining Castle Financial LLP in 2019 as Partner.

Matthew is a qualified Accountant, FCCA, and will predominantly be responsible for compliance reporting and general business management. He brings a wealth of transferable skills and knowledge and will look to become qualified as a Mortgage Adviser and eventually attain the Diploma in Financial Planning.

Matthew is a member of a local cycling club and enjoys riding around the local hills  and valleys when time allows.

We pride ourselves in offering local, friendly and easy to understand financial advice. Our office is situated in the centre of Clitheroe, with ample free parking available. 

 

Our office hours are: Monday-Thursday 9am-3pm, Friday by appointment.

Saturday morning and evening appointments are also available by prior arrangement.

Castle Financial LLP (a Company registered in England and Wales Company Number OC323396) is authorised and regulated by the Financial Conduct Authority (FCA No. 461356). This website is a regulated business territory site for UK based clients only. Whilst the information detailed here is updated regularly to ensure it remains factually correct, it does not in any way constitute specific advice and no responsibility shall be accepted for any actions taken directly as a consequence of reading it. We are not responsible for the information content provided by external website links.

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If you wish to register a complaint, please write to info@castlefinancial.co.uk or telephone 01200 422522. A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

 

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