Castle Capital Limited t/a Castle Capital Financial Planning , Annacotty, County Limerick V94 W52C
About the Business
Castle Capital Limited t/a Castle Capital Financial Planning is a reputable establishment that specializes in providing comprehensive financial planning solutions to clients in County Limerick, Annacotty, and the surrounding areas. As a finance and insurance agency, we are committed to helping individuals and local businesses achieve their financial goals by tailoring our services to meet specific need and requirements. We are not only a point of interest, but also a trusted partner in financial matters, providing expert guidance to our clients on wealth management, investment planning, and retirement strategies.
At Castle Capital Limited t/a Castle Capital Financial Planning, we pride ourselves on delivering a high level of professionalism and expertise in every aspect of our business. Our team of certified financial planners is equipped with the knowledge, skills, and experience to address a range of financial concerns, from basic financial planning to complex investment strategies. We understand that each client has unique needs, which is why we take a personalized approach to our services. We work closely with clients to develop tailored financial plans that align with their goals, whether it's saving for a child's education, building a retirement nest egg, or protecting their assets.
As a local government office, we stay abreast of the latest developments in the financial industry and regulatory requirements. This allows us to provide our clients with up-to-date information and advice, ensuring that they stay on track with their financial objectives. We also maintain strong relationships with leading financial institutions and insurance companies to secure competitive rates and a diverse range of investment options.
Castle Capital Limited t/a Castle Capital Financial Planning is more than just a financial planning firm – we are a trusted advisor and a valued partner to our clients. Whether you're just starting your financial journey or looking to fine-tune your existing plan, we are here to help. Contact us today to schedule a consultation or to learn more about our services.
Location & Phone number
Mulcair Centre, Unit 1B The, Annacotty Business Park, Co. Limerick, V94 W52C, Ireland
Hours open
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:
Closed
Sunday:
Closed
Reviews
"Both Jonathan and Fergus are absolute professionals ! Between these guys and there team you truly could not trust a better team of financial advisers - I have recently moved my pension to Self Administered with Castle Capital 100% recommended!"
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