01772 749 011 / 07966 381 670 cfms@live.co.uk

INDEPENDENT FINANCIAL ADVISERS IN PRESTON

Here at Castle Financial & Mortgage Services, we’re a family-run firm, regulated by the Financial Conduct Authority. We’re based in Preston and provide our independent financial advice to customers throughout Lancashire.

ADVICE YOU CAN TRUST

As independent financial advisers, we’re authorised to advise on and arrange mortgages, secured loans, income protection and much more. Each service we provide is delivered on a completely individual basis, with packages tailored to your individual needs

EXPERIENCE THAT MATTERS

With more than 20 years of experience to draw on, you can rest assured that we have the expertise and knowledge to provide sound financial advice. We understand that everyone has their own busy schedule. For this reason, we can arrange home visits on Saturdays and evenings to facilitate your lifestyle.

ADVICE

As Independent Financial Advisers (IFAs), we’re not tied to any banks or financial institutions and are able to select financial products from the whole of the market.

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MORTGAGES

Maybe you’re looking to upscale, re-mortgage or even buy to let? Whatever your reasons are for seeking a mortgage, and whatever type of mortgage you need, we’ll help you get on the property ladder and stay there.

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EQUITY RELEASE

Equity release is available in a couple of different forms. The idea of equity release is to take money against the value of your property without having to sell it.

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BUILDING & CONTENT INSURANCE

Building insurance provides you with money that is to be used to repair or rebuild your home, if it’s damaged or destroyed.

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PROTECTION

From life insurance and critical illness insurance to income protection and business insurance, we can discuss with you the best protection for your circumstances, budget and requirements. Give us a call today to arrange a consultation.

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SECURED LOANS

A secured loan is a great alternative to re-mortgaging your property. When applying for a secured loan, you’re required to secure the amount of money you’re borrowing against an asset of yours. The asset that is secured against the loan is usually your home, however it doesn’t necessarily have to be.

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MAKE SURE YOU GET A FAIR DEAL WITH US

For independent financial advice that you can trust, call 01772 749 011

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Choose Us For Great Advice

Buying your first home? Planning for the future?

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FCA Approved Advisers

We’re approved and regulated by the Financial Conduct Authority (FCA)

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Mortgage Advice For You

Finding the right mortgage is more than simply accepting the first offer.