We are proud to provide support and holistic financial planning to individuals, families and businesses, helping them grow and protect their wealth, building long term relationships and providing a source of trusted advice.
About Castle Green Financial Planning
Part of St James’s Place Partnerships
We are one of the UK’s largest financial advice companies. They were founded in 1991, and today are trusted by nearly 1,000,000 clients to look after over £168bn of their money.
We’re part of St James’s Place Partnerships network of financial advisers, also known as the Partnership, which is one of the largest groups of accredited and Chartered advisers in the country.
We own and run our business, but the products and services we recommend to you are created and managed by St. James’s Place.
Put simply: we give you one-to-one financial advice, and the products and services you invest in are looked after by St. James’s Place.