Savings and investments

Savings and Investments are an important part of financial planning. Whether you are saving for something special or investing a lump sum, we aim to keep it simple. We shall ask details about you including your attitude to risk and then put together a plan which suits your needs.

As a valued client we shall monitor and review your portfolio on a regular ongoing basis, if required. 

The value of investments may fall as well as rise. You may get back less than you originally invested.

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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