Castlebank Financial Planning
20/23 Woodside Place, G3 7QL
Glasgow, Lanarkshire
Business profile
Castlebank Financial Planning is an independent financial advisor firm based in Glasgow. We specialise in providing unbiased financial planning advice to working families, business professionals and retirees throughout Glasgow and the central belt. We focus on your entire financial picture Including investments, ISAs, retirement and pension planning advice, life insurance, inheritance tax and estate planning. As a result, we strive to provide peace of mind that can only come from knowing all aspects of your financial life are working well together. Our retirement planning and wealth protection service helps people make the most of the new pension freedoms, in terms of using a pension to receive an income or pass on the benefits to your family and others. Unlike many of our competitors we provide: •The expertise you require in one place. •A free consultation, research, and recommendation report. Come to us, or we can come to you! We are flexible in our approach to our customers. We are located in Glasgow but are more than happy to visit our clients anywhere throughout Central Scotland, including Glasgow, East Kilbride, Falkirk, Stirling, Cumbernauld.