Castle Financial LLP

Castle Financial LLP Independent financial advice in the heart of the Ribble Valley. We pride ourselves on offering easy to understand financial advice.

Castle Financial LLP are pleased to have joined the Consumer Duty Alliance as an 'Associate Firm'.Incorporating the Fina...
21/08/2023

Castle Financial LLP are pleased to have joined the Consumer Duty Alliance as an 'Associate Firm'.

Incorporating the Financial Vulnerability Taskforce, the Alliance works with financial advisers and firms to help them understand, meet and deliver the regulation requirements of the FCA's new standard 'Consumer Duty'.

We have been following and implementing the required changes to meet the FCA's recent rule changes and guidance for 'Consumer Duty' regulations. Setting higher and clearer standards of consumer protection across financial services.

We are proud to be part of this important alliance to help ensure greater confidence and trust in the services we provide.

15/12/2022
05/08/2022

We’re thrilled to announce that, for the second year running, we’ve been awarded ‘Recommended Provider’ for SIPPs by Which?
Capital at risk. SIPP rules apply.

Any football clubs in need of new kit?
04/08/2022

Any football clubs in need of new kit?

Does your grassroots football team need some new kit or equipment?

We're giving away £1,000 grants to grassroots teams across the UK. Tell us what you've done to build mutual respect and equality in football to be in with a chance of winning.

To enter: http://spr.ly/6189z4KlV

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UK residents. Age 18+ and a member/associate of a UK grassroots club. One entry per club. 50 x £1k donations paid to club accounts. Eligibility criteria and full T&C's apply. Closes 31 Aug.

04/08/2022

Some useful information for starting a pension.

25/07/2022

Help from Halifax.

18/07/2022

Our parent company, M&G plc, has published its latest Sustainability Report. It shows how we have been embedding sustainability into the way we invest for our customers and clients, and the way we run our business.

You can read the full 2021-2022 report here: http://ow.ly/TQOR50JYeCn

18/07/2022

All eyes are on central banks as shares rally on lower interest rate expectations. Find out what’s moving markets this week: http://ow.ly/uzyH50JYjNt

Capital at risk.

Be alert to these scams.
16/07/2022

Be alert to these scams.

During times of uncertainty, it’s even more important to stay alert to suspicious emails, calls or texts.

Visit our website to find out the warning signs of a pension scam and remember that if something sounds too good to be true, it probably is.

http://spr.ly/6188zsm9g

Address

12 Moor Lane
Clitheroe
BB71BE

Opening Hours

Monday 9am - 3pm
Tuesday 9am - 3pm
Wednesday 9am - 3pm
Thursday 9am - 3pm

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