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Castlebank Financial Planning - Financial Adviser in Glasgow
Your trusted partner for personalised financial planning and peace of mind in Glasgow.
5(5 reviews)
$$$
Business
financial-advising
financial-advisor
No photos available
About Castlebank Financial Planning - Financial Adviser in Glasgow
Castlebank Financial Planning provides expert, bespoke financial advice to individuals and families in Glasgow. Led by experienced advisers like David Jack and Paul, we specialise in life insurance, estate planning, wills, and comprehensive financial strategies. With a 4.9/5 rating from satisfied clients, we pride ourselves on transparency, trustworthiness, and tailored solutions that put your needs first. Let us help you secure your financial future with clarity and confidence.
Business Info
Location
20, 23 Woodside Pl, Glasgow G3 7QL, UK
Services Offered
Life Insurance Planning
Personalised advice on life insurance policies, explaining options to ensure you get the best coverage for your circumstances.
Estate Planning & Wills
Comprehensive estate planning services, including will creation and advice to simplify the process and protect your assets.
Financial Strategy Consultation
Bespoke financial planning tailored to your goals, covering investments, savings, and long-term security.
Insurance Policy Review
Detailed analysis of existing insurance policies to optimise coverage and ensure they meet your current needs.
Retirement Planning
Guidance on pension options and retirement strategies to help you plan for a secure financial future.
Reviews
5(5 reviews)
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