Jupp Castle Financial Services Limited provides a tailor-made financial planning service for all your financial needs, including:
Personal Financial Planning
- Pensions
- Investment
- Corporate Planning
- Protection
- Inheritance Tax Planning
- Mortgages
"With over twenty years banking experience culminating in a period as an account manager with Nat West, I then spent eight years in financial services before joining Jupp Castle and establishing our own financial services business, in conjunction with Heather O'Reilly.
Our specialist areas are pensions and investment as well as income, life and critical illness protection. We are also authorised to advise on mortgages and in all cases we can provide advice from the whole of market and are not limited to any one or group of providers, which means we can obtain the best advice individually for all our clients.
We are members of the North East Hants Chamber of Trade and operate from Jupp Castle's offices near Farnham.
Our first meeting with you can be at our office, or at your home or office if this is more convenient, and is completely free of charge
Brian Hellyer, ACIB. Cert PFS. CeMap Director
To contact Jupp Castle Financial Services Ltd please call
01252 612508 or 07778 774028. Email brian@juppcastle.co.uk
Jupp Castle Financial Services Limited is regulated and authorised by the Financial Services Authority (FSA) Ref 465681. The FSA does not regulate all of the products or services we provide.