Established in 2005, the team at Castle Financial Services has many years’ experience providing practical financial planning advice to people, families and businesses in Dursley and the surrounding area.
We provide advice across a wide range of services including investments, savings, mortgages and protection. We are committed to putting our clients at the heart of everything we do and to developing long-term relationships.
This is achieved by ensuring that we understand the individual needs of each client, and by implementing tailored financial plans to address those needs.
At Castle Financial Services, we pride ourselves on our friendly and approachable nature, and on playing an integral part of the local community.
Here to help
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.
We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Telephone 01453 548454 or Email firstname.lastname@example.org. If you ring “out of hours” leave a message on the answering machine and we will contact you.