Castleton Financial Planning

Financial Services, Banks & Financial Services · 2 Employees
Phone Number: 01935 815596
About
Castleton Financial Planning provides financial advice and planning, in plain English, to people who want to ensure they make the right financial decisions at the right time and at the right cost. We can assist companies with their auto-enrolment solutions, from informing staff on what it means, setting up the scheme and any other questions you might have about pensions. We deal with Pensions, investments, equity release, mortgage and to help you with all aspects of financial planning. We love talking to help out clients with inheritance tax and have regularly discuss business property relief.
Year Founded
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Industry
Financial Services, Banks & Financial Services
HQ Location
york house, sherborne dorset, dt9 4jw
Keywords
Financial PlanningFinancial AdvicePensionsand Investments
Location
  • york house, sherborne dorset, dt9 4jw

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