Castleton Financial Planning provides financial advice and planning, in plain English, to people who want to ensure they make the right financial decisions at the right time and at the right cost. We can assist companies with their auto-enrolment solutions, from informing staff on what it means, setting up the scheme and any other questions you might have about pensions. We deal with Pensions, investments, equity release, mortgage and to help you with all aspects of financial planning. We love talking to help out clients with inheritance tax and have regularly discuss business property relief.
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The Castleton Financial Planning annual revenue was $1.6 million in 2026.
Castleton Financial Planning is based in Sherborne, Dorset.
The NAICS codes for Castleton Financial Planning are [52, 523].
The SIC codes for Castleton Financial Planning are [62].