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Castle Tree Consultants Limited

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Financial Services

In today's complicated and strictly regulated financial services market, providing independent financial advice requires specialist knowledge. We are not authorised by the Financial Services Authority to give financial advice, however we have a wide range of professional contacts to ensure you have a suitable independent adviser and we work with them to provide you with impartial advice in areas such as:

  • Private Medical insurance
  • Life assurance
  • Critical illness cover
  • Pensions, including set up of stakeholder schemes (if required)
  • Individual savings accounts
  • Investments

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