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SN - Swindon

Castlegate Investments
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CASTLEGATE INVESTMENTS - Independent Financial Advisers

Address: Castlegate Investments 7 Enterprise House Cheney Manor SWINDON SN2 2YZ
Telephone: (01793) 600699
Fax: (01793) 600690
E-mail: ifa@castlegateinvestments.com
Contact: Bill Crowley

General information
Castlegate Investments is one of the larger firms of Independent Financial Advisers in the Swindon area with advisers based in Swindon, Bristol, Basingstoke and Winchester. We have specialists in all areas of financial planning.

We provide a complete financial planning service to both corporate and personal clients on either a commission or fee basis drawing on other colleagues' specialist knowledge where appropriate.

Castlegate Investments believes strongly in working with other professional advisers in creating wealth and security for our clients.

Protection
Life Assurance
Critical Illness Cover
Income Protection
Long Term Care
Inheritance Tax Planning
Director/Partner Share Purchase

Investments/Savings
ISAs & PEP transfers
Investment Bonds
Investment Trusts
Education Fees Planning
Offshore Investments
Trust Strategies
Retirement Planning
Personal & Stakeholder Pensions
Group Schemes
Executive Pension Schemes
SIPPS & SSASs
Retirement Options such as Pension
Fund Withdrawal and Annuity Purchase

Mortgages

Mortgages/Remortgages
Buy to Let
Equity Release
Commercial Mortgages
Debt Consolidation
Capital Raising

What to do next?
For a free, no obligation initial review of your circumstances please telephone or email Castlegate Investments using the above contact details.

Castlegate Investments is a member of DBS Financial Management plc which is regulated by the Financial Services Authority (FSA).

The Financial Services Authority does not regulate mortgages, pure protection products and not all forms of income protection, keyman or partnership protection, critical illness cover, long term care cover, offshore investments or Equity release schemes

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