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Dedicated to Financial Freedom in Preston
Castle Financial & Mortgage Services is a family-run firm of independent financial advisors based in Preston, Lancashire. With over 20 years of experience, we help clients navigate the complex financial landscape and achieve their financial goals.
Our Mission
Our mission is to provide accessible, personalized financial advice and guidance to individuals and families in Preston and surrounding areas. We believe in building strong, long-lasting relationships with our clients based on trust and transparency.
Our Expertise
Our team of experienced financial advisors offer a comprehensive range of services to meet your individual needs, including:
**Mortgage Advice
- Sourcing the most competitive mortgage deals from across the market for homebuyers, remortgagers, and buy-to-let investors.
- Personalized guidance on choosing the right mortgage product for your financial situation and goals.
**Equity Release
- Explore options to access equity in your home without selling, including flexible drawdown plans and lifetime mortgages.
- Understand the benefits and risks of equity release to make an informed decision.
**Building & Contents Insurance
- Comprehensive protection for your home against unforeseen events such as fire, flooding, and theft.
- Affordable plans tailored to your needs and budget.
**Additional Services
- Secured Loans: A flexible alternative to traditional borrowing secured by an asset.
- Income Protection: Safeguard your income in the event of illness, disability, or unemployment.
- Protection Plans: Customized insurance solutions to safeguard your financial security.
Client-Focused Approach
We understand that everyone's financial situation and goals are unique. We take the time to understand your individual needs and aspirations before recommending tailored solutions. We work collaboratively with you to create a personalized financial plan that aligns with your aspirations and circumstances.
Choose Castle Financial & Mortgage Services for
- Independent and unbiased advice from qualified professionals
- Access to a wide range of financial products and solutions
- Personalized and tailored solutions based on your individual needs
- Flexible appointments to fit your schedule
Get the financial guidance you need to achieve financial freedom. Contact us today to schedule a consultation!
Overall Experience
The reviews highlight a significant contrast in the level of satisfaction with Castle Financial services, with one reviewer having a positive experience and two reviewers having a negative experience.
Positive Experience
One reviewer had a positive experience with Castle Financial services, praising Matt for organizing an equity release at a good rate, providing sound advice, and offering brilliant service.
Negative Experiences
On the other hand, two reviewers had a negative experience with the service, citing various issues such as:
- Lack of professionalism: One reviewer felt that the service was a complete waste of time, with the adviser making excuses about their personal life and questioning their legitimacy as an adviser.
- Poor communication: Another reviewer experienced poor communication, including a failure to secure a mortgage, no updates, and taking money for completion without completing the task.
- Unprofessional behavior: This reviewer also mentioned that the adviser seemed more focused on personal activities, such as golfing and gambling, rather than attending to their clients' needs.
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