Financial Advising Services
Castle Financial Services (South East) Limited
Castle Financial Services (South East) Limited is a financial advising company based in Maidstone, England. They offer a range of financial services to their clients, including financial advising services. Castle Financial Services (South East) Limited is committed to providing their clients with expert guidance and support to help them achieve their financial goals.
Introduction to Castle Financial Services (South East) Limited
Castle Financial Services (South East) Limited is a financial advising service located in Maidstone, England. The company has been providing financial services to clients for over 20 years, and has established a reputation for being a reliable and trustworthy source of financial advice. What sets Castle Financial Services apart from other financial advising services is their commitment to personalized advice that takes into account each client's unique financial situation.Services & Products
Castle Financial Services offers a wide range of financial services, including retirement planning, investment advice, and estate planning. They also offer insurance products such as life insurance, disability insurance, and long-term care insurance. Clients can expect to receive tailored advice that takes into account their specific financial goals and circumstances.Location
Castle Financial Services is located in Barham Court, Teston, Maidstone. Teston is a small village in the county of Kent, known for its historic buildings and picturesque countryside. The area is home to a number of businesses, including farms, small shops, and restaurants. There are several public transportation options available in the area, including the 155 bus, which stops at Teston Lane and is a 10-minute walk from Castle Financial Services.Benefits
Clients should choose Castle Financial Services because of their commitment to personalized financial advice. The company takes the time to get to know each client's unique financial situation and goals, and provides tailored advice that can help them achieve those goals. Additionally, Castle Financial Services has a team of experienced financial advisors who are knowledgeable about a wide range of financial topics.Good to Know
Clients should be aware that Castle Financial Services is a fee-based service, meaning that they charge a fee for their financial advice. However, this fee is typically less than what clients would pay in commissions if they were to purchase financial products through a traditional broker.Reviews
Clients have praised Castle Financial Services for their personalized approach to financial advising. Many have mentioned that the advisors take the time to understand their financial goals and provide tailored advice that is easy to understand. Overall, clients have found Castle Financial Services to be a reliable and trustworthy source of financial advice.Amenities
-
free consultation -
online services
-
investment advice
-
retirement planning
-
tax planning
-
insurance services
-
asset management
-
budgeting assistance
-
debt management
-
credit counseling
-
estate planning
FAQ
What is your experience and qualifications in providing financial advising services?
We have a team of experienced and qualified financial advisors who have been providing financial advising services for many years. Our advisors hold relevant qualifications and licenses to offer financial advice and are committed to providing the best services to our clients.What types of financial services do you offer?
We offer a wide range of financial services, including investment planning, retirement planning, tax planning, estate planning, and risk management. We also provide advice on various financial products such as stocks, bonds, mutual funds, and insurance.How do you customize your services to meet individual client needs?
At Castle Financial Services, we understand that every client is unique and has different financial goals and circumstances. We work closely with our clients to understand their needs and develop customized financial plans that meet their specific requirements. Our advisors regularly review and adjust our clients' financial plans to ensure they remain on track to achieve their goals.How do you charge for your services and what are the fees?
We charge for our services based on the complexity and scope of the financial advice we provide. Our fees are transparent, and we provide them upfront to our clients before they engage our services. We do not charge any hidden fees or commissions, and we believe in full transparency in all our dealings with our clients.What is your process for monitoring and adjusting investment portfolios?
We have a rigorous process for monitoring and adjusting investment portfolios. Our advisors regularly review our clients' portfolios and adjust them based on changes in market conditions, economic outlook, and our clients' financial goals. We use sophisticated tools and techniques to analyze and evaluate investment options and ensure that our clients' portfolios remain diversified and optimized for their individual needs.Reviews
-
Lynn Coles
Great service from castle financial services. John and his staff are amazing and helped my husband with his pension transfer. We couldn't recommend them ENOUGH. Superb..
17-05-2023
-
Matthew Inman
We've been using Castle Financial Services (SE) Ltd for many years and couldn't be happier with the knowledge, expertise and insight that John and his team impart. Couldn't be happier how our portfolio is progressing and wouldn't hesitate to recommend Castle Financial Services (SE) Ltd to anyone needing independent financial advice.
17-06-2021
-
Top Turk
Fraudsters......took money without permission or even accepting the loan. No phone contact nothing. DO NOT USE.
17-06-2020
