Castlebank Financial Planning - Financial Adviser in Glasgow
23 Woodside Place, Glasgow City, United Kingdom
About Castlebank Financial Planning - Financial Adviser in Glasgow
Castlebank Financial Planning is a long-established financial adviser based in the heart of Glasgow. With a prime location on Woodside Place, this financial institution has been providing expert advice to clients for many years.
At Castlebank Financial Planning, clients benefit from a wide range of financial services, including investment advice, retirement planning, wealth management, and much more. The team of expert advisers is dedicated to providing personalized advice that is tailored to each client's unique goals and financial situation.
As a trusted establishment in the finance sector, Castlebank Financial Planning is a point of interest for clients seeking sound financial advice and guidance. Whether you are a young professional seeking guidance on your first investment portfolio or a retiree looking for ways to maximize your income, the team at Castlebank Financial Planning has the knowledge and expertise to help you achieve your goals.
In addition to its top-notch financial services, Castlebank Financial Planning offers a warm and welcoming atmosphere that encourages clients to feel comfortable and at ease. The team puts a premium on client relationships, prioritizing open communication, and transparency in all interactions. This commitment to customer service has earned the institution a loyal following from clients who trust and appreciate the team's personalized, expert advice.
Overall, Castlebank Financial Planning is an exceptional financial adviser in Glasgow, known for its professional expertise, personalized service, and prime location. If you are seeking reliable financial guidance and advice, there is no better choice in the city than Castlebank Financial Planning.
Photos of Castlebank Financial Planning - Financial Adviser in Glasgow
20, 23 Woodside Pl, Glasgow G3 7QL, United Kingdom
Opening hours of Castlebank Financial Planning - Financial Adviser in Glasgow
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Castlebank Financial Planning - Financial Adviser in Glasgow
"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."
"Very efficient and friendly service from David. He was very trustworthy and explained all my life insurance options, which made me feel well informed of my chosen insurance policy. Would highly recommend him to others looking for a good service and great deal! Bravo"
"I cannot recommend this company enough, especially David Jack. David was incredibly helpful in setting up a new will and providing estate planning advice to my grandmother. He made the whole process uncomplicated, quick and easy and really put my gran at ease throughout the whole process."
"Very thorough, detailed, honest, helpful and professional. Paul gave great bespoke advice, explained different types of insurance and which would benefit me, rather than a generic type to suit all. Would highly recommend. Clare Dickson"
"David Jack helped us with various pension and investment needs that we had. His input was fantastic and we were delighted with the advice he gave. We have already recommended castlebank to a few of our friends who are looking for a new adviser."
-
Commercial Loans Ltd
1, 65 Bath St, Glasgow G2 2BX, United Kingdom
-
Bellwether Green
225 W George St, Glasgow G2 2ND, United Kingdom
-
Stirling Credit Union
10 Spittal St, Stirling FK8 1DU, United Kingdom
-
Business Gateway Stirling
Stirling FK7 7RP, United Kingdom
-
Prestige Mortgage Solutions Ltd
21, Strathmore House, East Kilbride, Glasgow G74 1LF, United Kingdom
-
Scottish Police Credit Union Ltd
163-165 Baillieston Rd, Glasgow G32 0TN, United Kingdom
-
WELOANCASH
272 Bath St, Glasgow G2 4JR, United Kingdom
-
Arvato
24 George Square, Glasgow G2 1EG, United Kingdom
-
B-Able Business Services Ltd
11 Alexander St, Clydebank G81 1SQ, United Kingdom
-
Beagle Finance
18-20 Eagle St, Glasgow G4 9XA, United Kingdom
-
Yousaf & Co Ltd
298-300 Maxwell Rd, Pollokshields, Glasgow G41 1PJ, United Kingdom
-
David McDonald Financial Services Ltd
65 Bath St, Glasgow G2 2BX, United Kingdom
-
Nelson Gilmour Smith
33 Kittoch St, East Kilbride, Glasgow G74 4JW, United Kingdom
-
MB Financial Planning Ltd
Bradbury House, 10 High Craighall Rd, Glasgow G4 9UD, United Kingdom
-
ONE SOURCE ACCOUNTANCY SERVICES LTD
77 Torrisdale St, Glasgow G42 8PW, United Kingdom
-
Elite Financial Advice Ltd
201 Bath St, Glasgow G2 4HZ, United Kingdom
-
Clyde Associated Consultants
70 Drymen Rd, Bearsden, Glasgow G61 2RH, United Kingdom
-
Burgoyne Carey Accountants
3 Dava St, Govan, Glasgow G51 2JA, United Kingdom
List of businesses, places and services in Glasgow
β business help π services β phones π opening times βοΈreviews π addresses, locations π· photos