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Castling Financial Planning, Ltd.
Castling Financial Planning, Ltd. is a UK-based financial planning and wealth management firm acting as a multi-family office.
Castling Financial Planning, Ltd.
Castling Financial Planning, Ltd. was established in the United Kingdom as a financial planning and wealth management firm. Its principals have backgrounds in UK financial services, though specific founder names are not publicly documented. The firm positions itself as an independent advisor, not tied to a single product provider. The firm delivers investment management, retirement planning, tax optimization, and estate planning services. It structures client portfolios across public equities, fixed income, and alternative assets, including direct property holdings. Castling Financial Planning does not publicly disclose specific portfolio companies or co-investment partners. Its investment approach is based on asset allocation tailored to individual client goals. Castling Financial Planning operates primarily from its London office. The firm's team size and total assets under management are not public. No recent operational events, such as new hires or fund launches, have been reported in the last 24 months. As a multi-family office, Castling Financial Planning differentiates through its independent, fee-based advisory model. It avoids product-driven commissions, instead charging clients directly for advice. This structure aligns the firm with client interests, a governance choice common among UK wealth managers serving high-net-worth individuals.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
Europe
Country
United Kingdom
City
London
Corporate office
London, United Kingdom
Sector focus
Frequently asked questions
What services does Castling Financial Planning offer?
Castling Financial Planning provides financial planning, investment management, retirement planning, tax optimization, and estate planning. The firm acts as an independent advisor, coordinating strategies across these areas for clients.
Is Castling Financial Planning a single-family office or multi-family office?
Castling Financial Planning operates as a multi-family office, serving multiple families and individuals. It is not tied to a single wealth source, unlike a single-family office.
How does Castling Financial Planning charge for its services?
Castling Financial Planning is fee-based, charging clients directly for advice rather than earning commissions on product sales. This structure aligns the firm's incentives with client outcomes, a common model among UK independent financial advisors.
What types of assets does Castling Financial Planning manage?
The firm manages portfolios across public equities, fixed income, and alternative assets, including direct property. Specific asset allocation varies by client based on individual risk tolerance and goals.
Where is Castling Financial Planning based?
Castling Financial Planning is headquartered in London, United Kingdom. It does not have publicly disclosed additional offices.
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