Financial Services

We recognise that each of our clients, whether an individual, a company or an organisation, is unique. 

We take the time to get to know you, to learn more about your personal and business circumstances.

Only then, using our professional experience and judgment, will we recommend the most appropriate financial services to match your needs. From mortgage arrangements and retirement planning to savings and investments, we can help you make all the right choices.

Unlike any single financial or insurance company, we have access to a wide range of different products from different companies. By using Castle Sundborn, you can be assured of a professionally analysed choice of financial products, including:

  • Retirement planning and pensions
  • Lump sum investments
  • Regular savings schemes
  • Inheritance tax planning
  • Long term care
  • Life assurance
  • Critical illness cover

Please contact us for further information, or to discuss a particular requirement you may have for financial services.

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.