What we do

We are an established firm of financial planners who provide a high level of personal service.  We have also built an excellent reputation for providing healthcare and employee benefits for companies operating across a wide variety of business sectors throughout the UK and internationally. 

Our approach has always been to develop strong and lasting relationships with our customers.  For more than 50 years, we have been providing a wide range of financial advice tailored to our clients’ specific requirements, whether they are private individuals or large organisations.

We are based in the town of Malmesbury and our clients range from large companies and organisations located across the UK to local businesses and individual families.

About Us

Contact Us

Financial Services

Employee Benefits

Healthcare Services

Mortgage Services

Some of our clients include:

Castle Sundborn is authorised and regulated by the Financial Conduct Authority. Ref: 125913
Registered in England & Wales No: 00818135 registered address The Old Bank, 10 High Street, Malmesbury, Wiltshire, England, SN16 9AU.