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.