I established Castle Green Financial Planning in October 2021 after spending four years with Widbrook Wealth Management as an advisor. As a financial planner I provide holistic financial advice to individuals, families and businesses with an emphasis on building long term relationships and providing a source of trusted advice. I have a real passion for supporting women with financial choices and decision making and breaking down the barriers that prevent them from engaging.
Castle Green Financial Planning is an Associate Partner Practice of St. James's Place and as a client, you will receive a personalised face-to-face advisory service from our business, whilst having access to a distinctive investment management approach.
Castle Green Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).
The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
SJP Approved 10/09/2024
Company Details
Castle Green Financial Planning Questions
Castle Green Financial Planning's website is http://www.castlegreenfinancialplanning.co.uk
Castle Green Financial Planning's LinkedIn profile is https://uk.linkedin.com/company/castle-green-financial-planning
Castle Green Financial Planning has
2 employees.
View email and phone details for 2
employees at Castle Green Financial Planning.
Castle Green Financial Planning's industry is
Financial Services
Castle Green Financial Planning's top competitors are
Townsq,
St. James's Place – Asia & Middle East,
Avara Foods,
Marches Hr,
Two Farmers,
Separ International,
Herefordshire Means Business Ltd,
Got 2 Sing Choir,
Gravitas Medical Solutions Limited,
Jpa Financial Services.
Castle Green Financial Planning's categories are Financial Services
Castle Green Financial Planning's founding year is 2021
