Updated:
Castling Financial Planning, Ltd.
Castling Financial Planning, Ltd. is a multi family office based in London; the Altss profile covers its classification, headquarters, registration, AUM...
Overview
CASTLING FINANCIAL PLANNING, LTD. is a state-registered investment adviser. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
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.
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.
Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Research Castling Financial Planning, Ltd. in Altss
Explore available research and relationship coverage for this adviser in Altss.