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Castlebank Financial Planning - Financial Adviser in Glasgow

Castlebank Financial Planning - Financial Adviser in Glasgow

4.9(7 reviews)See reviews ↓·Glasgow

What customers say

Based on genuine customer reviews

Glasgow clients of this financial planning practice describe a service rooted in trust and clear explanation, with advisers taking time to understand personal circumstances before making recommendations. David is named repeatedly for assistance with pensions, property matters and life insurance options, and reviewers note that he made complicated subjects feel straightforward. Paul is singled out for tailored insurance advice, reportedly setting out different types of cover and which might suit a particular situation rather than offering a generic solution.

A recurring theme is the reassurance clients feel when entrusting their finances and policies to someone who takes pride in securing a strong outcome on their behalf. Several reviewers highlight how thorough, detailed, honest and professional the guidance has been, with one describing a new will and estate planning for a grandmother handled quickly and with sensitivity. Efficiency and friendliness come up often, alongside the feeling of being well informed about chosen policies. Those previously unimpressed with other advisers mention that this firm restored their confidence, and the readiness to answer questions on pensions and property is valued.

Reviews

Reviews are taken from publicly available sources.

MA
Molly Angell31 October 2019
NG
Nicola Gallacher2 October 2019

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

AD
Angie Dewar15 May 2019

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.

JA
Jamie Anderson4 April 2019

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

AM
Adam McLean Brown3 April 2019

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

LH
Laura hughes24 April 2018

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.

CR
Christopher Ross12 February 2018

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

Financial advisers in Glasgow compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 12 businesses in this category in Glasgow are compared.

RankProviderRatingReviewsOpen Sat.
1Intelligent Pensions Ltd★ 5,0185No
2One Four Nine Wealth (Glasgow)★ 5,097No
3EIS Financial Services Ltd.★ 5,065No
4The McKnight Financial Group★ 5,056No
5KPW Investments★ 5,050No
12Castlebank Financial Planning - Financial Adviser in Glasgow (this page)★ 4,97No
Contact
+441412311656www.castle-bank.co.uk20, 23 Woodside Pl, Glasgow G3 7QL
Working hours
Monday09:00–17:00
Tuesday09:00–17:00
Wednesday09:00–17:00
Thursday09:00–17:00
Friday09:00–17:00
SaturdayClosed
SundayClosed