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.

We understand that people are becoming more aware of the impact that they are having on the planet. Here at Green Castle, we are committed to doing our bit! We are signed up to Ecologi, meaning that we are funding the offset of emissions for our employees in both their work and personal lives. Have a look at how many trees we have planted here.

If you are concerned with where and how your money is invested and wish to make a positive impact, we can help. We can research the Environment, Social and Governance investments to ensure that your investments work for you and have a positive impact in line with your beliefs. Find out more at your initial consultation.

As a company we have signed up to the Financial Vulnerability Taskforce which means we have adopted the nine commitments in the charter to promote greater understanding, appropriate behaviours and good practice in respect of consumer vulnerability. You can find a consumer guide which provides more details on the nine commitments by clicking here.

We are proud to be an Associate Member of the Consumer Duty Alliance which means we are committed to an Independent Code of Professional Standards, which states how we will always seek to deliver good outcomes from our advice we give to our clients. You can find a consumer guide which provides more details on the alliance by clicking here.

As a firm we are proud to have been awarded Associate Firm Status by the Personal Finance Society which means we are publicly aligned with the professional body and are committed to: 

• Investing in our people
• Adopting a customer charter which defines our commitment to our customers
• Advancing the profession by making a positive contribution to our society and community

We have voluntarily adopted the eight core principles of being an Associate Firm (details of these can be found in the documents section (PFS Associate Firm Leaflet).

Company FCA Register Link
 

We are delighted to announce that Ben has qualified for this year's VouchedFor Top Rated Adviser Guide. Please click on the link below to see what our clients have to say: