Get expert advice and take control of your finances today!
Who We Are
Castle Financial & Mortgage Services is a family-run firm of independent financial advisors based in Preston, Lancashire. Established with over 20 years of expertise, we are regulated by the Financial Conduct Authority and committed to providing comprehensive and tailored financial advice to clients throughout Lancashire.
Our Mission
Our mission is to empower our clients to make informed financial decisions and achieve their financial goals. We believe in open communication, personalized attention, and offering a comprehensive range of services to meet our clients' individual needs.
1. Mortgages
Whether you're seeking a residential mortgage, a buy-to-let mortgage, or a specialist mortgage such as a lifetime mortgage, our experienced advisors will guide you through the process and help you find the right option to suit your individual needs and aspirations.
2. Equity Release
Release the equity from your property without selling it with our expert guidance on equity release options like home reversion plans and lifetime mortgages.
3. Building & Content Insurance
Protect your home from unforeseen incidents like fire, flood, or burglary with tailored building and content insurance solutions.
4. Protection Plans
Insure your financial security with comprehensive plans for life insurance, critical illness insurance, income protection, and business insurance.
5. Secured Loans
Get competitive secured loan options that utilize your asset as security, offering flexibility and competitive rates.
Why Choose Castle Financial & Mortgage Services?
- Independent Advice: We are not tied to any banks or financial institutions, allowing us to access the whole of the market and find the best deals for our clients.
- Personalised Attention: We treat each client as an individual and tailor our advice to their unique circumstances and goals.
- Transparent Communication: We provide clear and concise explanations throughout the process, ensuring you understand your options and feel confident in your decisions.
- Experienced Team: Our team of qualified and experienced professionals have a proven track record in providing sound financial guidance.
Review Summary
- Author Glenis Baker
- Rating: 5 stars
- Review: Glenis Baker recommends Castle Financial Services, praising Matt for organizing an equity release, providing a good rate, and offering sound advice. The service was deemed brilliant.
- Author Sue M. Soper
- Rating: 1 star
- Review: Sue M. Soper advises against using this service, citing numerous excuses related to Matt's personal life and suggesting that he may be a fraudster.
- Author Jason Mason
- Rating: 1 star
- Review: Jason Mason describes the service as a shambles, accusing Matt of failing to secure a mortgage, not providing updates, and making excuses for not being able to complete tasks. The review also mentions Matt's focus on golf and gambling rather than the customer, advising potential clients to avoid the service.
Be the first to review Castle Financial & Mortgage Services.
Write a Review