# Castling Financial Planning, Ltd.

Castling Financial Planning, Ltd. is a Multi Family Office based in London, United Kingdom.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** London, United Kingdom
- **Region:** Europe
- **Address:** London, United Kingdom
- **Assets under management:** Undisclosed
- **Website:** castlingfinancialplanning.co.uk

## Regulatory record

- **CRD number:** 150844
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/150844

## About

CASTLING FINANCIAL PLANNING, LTD. is a state-registered investment adviser. It has 1 employee and 1 investment adviser.

## Sectors

- Wealth Management
- Financial Planning

## 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.

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Last updated: 2026-07-06T01:24:13.754Z

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