Financial Services

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

That’s why 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 judgement, 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. That’s why, by using Castle Sundborn, you can be assured of a professionally analysed choice of financial products, including:

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

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