We offer a comprehensive range of health-related policies for individuals, through to companies and organisations of all sizes. Policies offered include private medical insurance, travel insurance, dental insurance, company cash plans and more.

Employee Benefits

We assist companies in their management of effective employee benefit schemes including pension plans, healthcare policies and much more. We put together suitable packages of cost-effective benefits for companies and organisations of all sizes.

Financial Services

Using our professional experience and judgement, we will recommend the most appropriate financial services to match our clients' needs. We advise on life assurance, critical illness cover, lump sum investments, inheritance tax planning, retirement planning and pensions.

General Insurance

We provide advice on the complete range of general and commercial insurance services, including motor, home (including high value), commercial and residential property, weddings and events, holiday and travel, yacht and motor boat insurance policies. Our commercial insurance products include professional indemnity, Directors and Officers cover and sector specific commercial combined insurances.

What we do

We are an established firm of financial advisers and insurance brokers who are proud of the high level of personal service we are able to provide.

Our approach has always been to develop strong and lasting relationships with our customers. Indeed, some of those customers have been benefiting from our services since 1964, the year in which Castle Sundborn was established.

For more than 50 years, we have been providing a wide range of insurance products and financial services, each tailored to our clients’ specific requirements, whether, they are private individuals or large organisations.

In addition to financial services and general insurance we have built an excellent reputation for the provision of healthcare and employee benefits for companies operating in a wide variety of business sectors throughout the UK and internationally.

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

Employee Benefits

Financial Services


General Insurance

What our clients say...

We have found Castle Sundborn to be extremely responsive to our needs. Their level of personal service cannot be faulted and their professional guidance when it came to setting up some relatively complex employee benefits schemes for our company was exemplary.

Mr Neil Bewell
UK Finance Manager, Checkpoint Systems UK Ltd

We have been absolutely delighted with the level of service we have received over the years from Castle Sundborn. They are responsible for the insurances of four hotels and our catering operations and nothing seems too much trouble for the staff who are always exceptionally knowledgeable and welcoming on the phone.

Mr R Ball Managing Director, Calcot Manor Hotels Ltd

Financial planning can be such a difficult and time-consuming process. We are happy to rely on Castle Sundborn’s recommendations as they really can look at the whole market and then advise us as to the best policies, the ones that suit our circumstances.

Dr M A Wootton
Consultant Anaesthetist, Yeovil Hospital

Castle Sundborn have worked alongside us to create a bespoke range of employee benefits which are a fitting reward and incentive for all our staff. Their thorough understanding of what was possible and their attention to fine detail made this a much simpler process than we'd anticipated.

Mrs Jane Perks
HR Director, The White Company

It's refreshing to deal with people who recognise the value of traditional service. I thoroughly recommend Castle Sundborn in appreciation of the expert advice they provide when it comes to meeting my commercial insurance requirements.

Mr J Bosdet
Managing Director, Abchurch Communications Ltd