Reviewed for

Insurance and Protection ( 2 )

Mortgages ( 3 )

Pensions ( 15 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 7 )

Investments and Savings ( 16 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 1 )

£100k - £200k ( 2 )

£50k - 100k ( 3 )

Up to £50k ( 5 )

Client reviews

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Kent

How has Phil Castle helped you?

Phil has provided my family with financial advice for many years. He is thorough and fully understands our personal financial needs and takes time to ensure we understand and are happy with his advice. He carefully and skilfully has guided us through the complexities of savings, mortgages and pensions. He keeps thorough records so is able to provide advice based on our needs. We are more than happy with his advice and his manner is professional, confident and tailored to our requirements.

What could they have done better?

Brilliant as he is and cannot think of any improvements.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Kent

How has Phil Castle helped you?

Phil is always very helpful, and explains everything fully to me before I sign anything.

What could they have done better?

I don't think there is much you say was wrong with Phil, I would recommend him to anyone.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Kent

How has Phil Castle helped you?

I would happily recommend Phil Castle to become your financial adviser

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Kent

How has Phil Castle helped you?

Phil came to the Company I worked for as a Pension Advisor. I had no knowledge of the types of pensions that were available and after talking through various options he was able to work the best plan for my own personal financial situation, which is still ongoing.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Kent

How has Phil Castle helped you?

This is the first time my husband and I have used a Financial Advisor and we were unsure of whether it would actually help us. Our management of finances and future planning was non existent! Phil has helped us really made us think about they way we invest and that planning for the future is not an onerous and/or scary task. He has spent time getting to know us and has taken our personal circumstances into account when providing advice. We would definitely recommend Phil to anyone.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Kent

How has Phil Castle helped you?

Phil explains everything in detail and manages to help me understand the complex areas of financial situations which I find difficult

What could they have done better?

Nothing really.I'm very happy with service.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Kent

How has Phil Castle helped you?

Phil castle has been advising me for ten years, he is always available if a problem arises and always willing to see us and help. He deals with our finances in a professional manner.

What could they have done better?

Phil covers all aspects of financial advice that we need.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in West Sussex

How has Phil Castle helped you?

Easy to talk to in a professional but friendly manner. He gave good advice on pensions, savings and investments. He is easy to reach always replying promptly to e-mails.

What could they have done better?

So far very happy with his advice and overall experience.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Kent

How has Phil Castle helped you?

There is a commitment to the customer: with care and precision, the individual circumstances are scrutinised before a financial advice-package is proposed. At all stages, the client is involved in the decision-making process and guided towards solutions yet never pressed to follow a particular route of investment. I have been well-informed, almost educated, to take control of my investments. With the prospect of long-term commitment from the firm to their clients, I feel very secure about the financial advice I have received.

What could they have done better?

The website needs an overhaul.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in West Sussex

How has Phil Castle helped you?

Phil has now been my FSA for many years his expertise and advice has always been superb .when I want something action Phil is on it immediately and never fails to respond and sort any issues out.the fact that over the years I have recommended him to many family and friends indicates how highly I think of him.all the people I know who have used Phil have all been pleased

What could they have done better?

I honestly cannot think of anything here to say

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Kent

How has Phil Castle helped you?

Phil advises and consults on all financial matters while we enjoy retirement. His guidance enables us to minimise any worries and concerns over our retirement strategy.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Kent

How has Phil Castle helped you?

It is often extremely difficult to understand the complexities of financial matters, your entitlements and how best to plan for the future. I could not deal with such things without first class advice and support. Phil explains these matters in a straightforward manner so I can grasp them without too much trouble. I value his advice and I am confident that he will do the best for me.

What could they have done better?

Overall I am completely satisfied with his approach and his support and advice.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Kent

How has Phil Castle helped you?

It is often extremely difficult to understand the complexities of financial matters, your entitlements and how best to plan for the future. I could not deal with such things without first class advice and support. Phil explains these matters in a straightforward manner so I can grasp them without too much trouble. I value his advice and I am confident that he will do the best for me.

What could they have done better?

Overall I am completely satisfied with his approach and his support and advice.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Dorset

How has Phil Castle helped you?

He listens to my situation and offers good timely advice and alternatives. Contacts me if things that may affect my life come to life or are published, also things that may be of interest to me in the future. Also is always contactable and gets back to me promptly.

What could they have done better?

Hard to say as he deals with my present situation more than admirably .

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Kent

How has Phil Castle helped you?

I have known Phil Castle for, must be nearly 30 years. I have always found him to be totally approachable, very pleasant and patient. He seems to be very much on top of his subject and takes great care to make sure the client actually understands what he proposes. I trust him totally, if he doesn't know something he admits it. He works in a relaxed manner, but an efficient manner. His office is pleasant but not flash. That would put me off.

What could they have done better?

I don't know enough about the subject to comment, that is why I employ a financial advisor.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Kent

How has Phil Castle helped you?

My adviser was considerate and tried to get us the best deal possible, also he kept us fully informed on how far he had got and which was the best way forward.

What could they have done better?

We were both fully satisfied with the service and consideration offered by our advoser and up until now could not see how he could improve on the service.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Kent

How has Phil Castle helped you?

Phil has always given me good advice. I trust his judgement.

What could they have done better?

Just carry on giving me good advice!