Castlebank Financial Planning - Financial Adviser in Glasgow - Glasgow

Castlebank Financial Planning: A Trusted Financial Advisor in Glasgow

Located at the accessible 20 Castlebank Financial Planning, nestled at 23 Woodside Place, Glasgow G3 7QL, United Kingdom, Castlebank Financial Planning stands out as a reliable financial advisory service led by David Jack, a seasoned financial planner. This esteemed firm is easily reachable via phone at 1412311656 and can be found online at their comprehensive website: castle-bank.co.uk. For those considering financial advice in Glasgow, Castlebank Financial Planning is a noteworthy option.

Key Characteristics of Castlebank Financial Planning

- Accessibility: Castlebank Financial Planning ensures inclusivity with a wheelchair-accessible entrance and toilet, making it convenient for all clients.
- Specialization: With a focus on financial planning, they offer a range of services tailored to individual needs, emphasizing personalized advice and comprehensive strategies.
- Customer Satisfaction: With an impressive average opinion of 4.9/5 based on 8 reviews on Google My Business, clients consistently praise Castlebank for its exceptional service and trustworthiness.

Recommendations for Interested Parties

- Visit the Website: Explore the extensive services offered and perhaps even schedule a consultation through their website. castle-bank.co.uk provides all necessary information to understand their approach to financial planning.
- Phone Inquiry: For immediate queries or to discuss your specific financial situation, calling 1412311656 directly to David Jack could be incredibly beneficial.
- Accessibility Considerations: Knowing the location is wheelchair-accessible can be reassuring for those with mobility concerns.

Client Testimonials Reflect Excellence

Testimonials like the following highlight why Castlebank Financial Planning deserves attention:

- "Totally trust David with our finances/policies, having not been impressed with previous Financial Advisors. It's reassuring to know someone who takes pride in getting the best for their clientele. I have no hesitation in recommending him."
- "David Jack helped us with various pension and investment needs. His input was fantastic, and we were delighted with the advice he provided. We've already recommended Castlebank to friends looking for a new adviser."

These reviews underscore a high level of trust and satisfaction, indicating that clients feel valued and well-informed when working with Castlebank.

Final Recommendation

If you're seeking a financial advisor in Glasgow who combines expertise, accessibility, and a commitment to client satisfaction, Castlebank Financial Planning is highly recommended. Don't hesitate to reach out through their website to schedule a consultation. With a track record of excellence and numerous positive reviews, Castlebank promises to guide you through your financial journey with confidence and care. Book your visit or call today to take the first step towards securing your financial future with a trusted advisor by your side.

👍 Reviews of Castlebank Financial Planning - Financial Adviser in Glasgow

Angie D.

5/5

Totally trust David with our finances/policies having not been very impressed with previous Financial Advisors. It is reassuring to know that this is someone that takes pride in getting the best for his clientel. I have no hesitation in recommending him.

Tony R.

5/5

David Jack helped us with various pension and investment needs that we had. His input was fantastic and we were delighted with the advice he gave. We have already recommended castlebank to a few of our friends who are looking for a new adviser.

Adam M. B.

5/5

Very efficient and friendly service from David. He was very trustworthy and explained all my life insurance options, which made me feel well informed of my chosen insurance policy. Would highly recommend him to others looking for a good service and great deal! Bravo

Laura H.

5/5

I cannot recommend this company enough, especially David Jack. David was incredibly helpful in setting up a new will and providing estate planning advice to my grandmother.

He made the whole process uncomplicated, quick and easy and really put my gran at ease throughout the whole process.

Christopher R.

5/5

Very thorough, detailed, honest, helpful and professional. Paul gave great bespoke advice, explained different types of insurance and which would benefit me, rather than a generic type to suit all. Would highly recommend.

Clare Dickson

Jamie A.

5/5

David was very helpful and understanding of my circumstances.
I would not hesitate in recommending him.

Nicola G.

4/5

David's advise has been great on a number of questions I've had around pensions and properties. Would recommend for general financial advise

Molly A.

5/5