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Castlebank Financial Planning - Financial Adviser in Glasgow

Castlebank Financial Planning - Financial Adviser in Glasgow

4.9(7 reviews)·Glasgow

Reviews

4.9 / 5 · 7 total
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

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