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Welcome to Green Castle Financial Planning

01792 986303

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Welcome to Green Castle Financial Planning Ltd

Financial Advisers in Cross Hands

Welcome to Green Castle Financial Planning. We are a financial planning company providing independent advice based in South Wales, we provide guidance and support to clients across the country. We cover most areas of Financial Planning including Retirement Planning, Tax Planning and Investments, please look at our services page for a full list of areas we cover. 

At Green Castle we believe that no two clients are the same which is why we offer a free initial consultation to help understand your financial target. This enables us to develop and implement a bespoke financial plan based upon your circumstances and requirement. We pride ourselves in providing ongoing advice and support to ensure you remain on target to achieve your objectives. 

We like to provide clear, straight forward advice in a friendly and professional manner.  Our primary objective is to help clients achieve their financial and personal goals.
 

Our Main Services

  • Financial Planning
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    We all have goals, dreams, ambitions for the future, for ourselves and our families, but how do we achieve them?

  • Pensions
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    When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to...

  • Savings & Investments
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    Often, people save for a specific reason and it's usually the safest way to build up a pot of money.

HOW WE WORK

Here's how we formulate the plan towards your goals

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
OUR PLAN FOR YOU

  • 1

  • About you

  • We meet together to discuss your personal circumstances and your current financial situation.

     

  • 2

  • Your Goals & Ambitions

  • Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

     

  • 3

  • Analysis

  • We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

     

  • 4

  • How to get there

  • So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

     

  • 5

  • Implementation

  • It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.

     

  • 6

  • Review the Plan & Progress Updates

  • If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.

     
COMPLETE PLAN