The Director and Principal Independent Financial Adviser John Collett has been a financial adviser since 1996 and prior to then was a Bank Manager, with this experience gained over the years clients benefit from the vast range of knowledge and with the support provided by the rest of the team at Castle Financial Services we are confident you will receive among the best service and advice available.
To provide access to a huge selection of funds of many different sectors from a wide range Fund Management groups to maximize investment performance and ensure choice both now and in the future.
To design and professionally manage portfolios that aim to lead trends, not follow them. Each portfolio is structured to provide consistent, real returns over a market cycle within the portfolio's stated risk/reward parameters representing a true reflection of process and discipline.
As Castle Financial Services is independent, we are proud as well as required to provide impartial advice. This means that we are able to recommend not only the most appropriate products for you, but also "best of breed" within the marketplace. As and when necessary, we will also introduce you to the services of other professionals such as solicitors, accountants, tax and trust specialists.
Castle Financial Services (South East) Limited provides independent financial advice for both individual and corporate clients. John Collett the director of Castle, became a Financial Adviser in 1996 and set up Castle Associates working from Barham Court in 1999. On the 9th February 2006 the company was incorporated and the company was registered as Castle Financial Services (South East) Limited. Castle provides independent financial advice for both individual and corporate clients, we provide a wealth management service, designing investment portfolios developing long-term relationships with our clients and providing for all of their financial needs over many years. We also provide protection advice for you and your family and insurance for your home and business.
