Castlebank Financial Planning - Financial Adviser in Glasgow
Financial Planners
20, 23 Woodside Pl, Glasgow G3 7QL
Most Recent Comments
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July 2020
David's advise has been great on a number of questions I've had around pensions and properties. Would recommend for general financial advise
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July 2020
We have been to see David a number of time’s a s always receive sound advice.
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March 2020
Totally trust David with our finances/policies having not been very impressed with previous Financial Advisors. It is reassuring to know that this is someone that takes pride in getting the best for his clientel. I have no hesitation in recommending him.
More Comments(5)
From Castlebank Financial Planning - Financial Adviser in Glasgow
With over 40 years combined experience we are a friendly family run independent financial adviser based in Glasgow, serving customers throughout central Scotland.
Our main aim is to quite simply to give you the best financial advice and service available, to make sure you are treated fairly and professionally and to exceed your expectations.
We provide: Independent financial advice, pension advice, retirement planning, estate and tax planning and life insurance.
Come to us, or we can come to you!
We are flexible in our approach to our customers. We are located in Glasgow G3 7QL but are more than happy to visit our clients anywhere throughout Central Scotland, including Glasgow and area, East Kilbride, Falkirk, Stirling, Cumbernauld
Other Information
Products and services: financial planning, independent financial advisers, investments, pensions, Pension Transfer, lump sum investment, retirement planning, regular saving, free pension review, Wills, power of attorney, family protection trusts, estate planning, estate administration, funeral plans, life insurance, critical illness insurance, income protection insurance, accident and sickness cover, private medical insurance, unemployment cover, Inheritance tax planning, fsa regulated
