Clients seek our help for a number of different reasons. For example, planning their retirement, dealing with a change in circumstances (e.g. inheritance, divorce, downsizing), selling a business or for advice on using their money to do good (investing ethically, charitable giving & philanthropy).
Below are a few examples of how we’ve helped clients facing a number of different situations.
Simplify Pensions
We helped a client to simplify their finances and consolidate a number of his pensions
Thomas Mc-Coy:
"My client was a higher rate taxpayer and had accrued a number of pensions over his career working as a city lawyer.
"He was a decade or so from retirement age, but had started to plan for his retirement and wanted to simplify his finances. He also wanted his pensions to be managed ethically, but was happy to arrange his own funding and contributions."
"I provided some initial advice, on a one-off basis, to assess and consolidate his pensions where appropriate. He was happy with the solution we came to and said he may return in future for further retirement planning advice."
Lump-Sum Investment
We provided advice to set up a lump sum investment for a client until he returned to the UK
Thomas McCoy:
"My client in their mid 20s was left an inheritance by his late father. While he currently lived and worked overseas, he had longer-term intentions of returning to the UK. He sought our help, as he wanted to organise his finances in the UK so they could be invested in an ethical way - he had no immediate need for them whilst he was away."
"I provided some initial financial advice on a one-off basis, to set up a lump sum investment that would continue in the background, until he returned to the UK or faced another advice event e.g. house purchase."
Annuity Advice
We helped a client couple to secure guaranteed income by providing advice around annuities
Thomas McCoy:
"My clients were a married couple who had reached retirement age. They contacted Castlefield as they wanted some advice around annuities. They were looking to secure a guaranteed income in their retirement and needed some help with their available options.
"I provided some initial advice on a one-off basis, around securing a guaranteed income through an annuity and using capital to generate this."
"The couple were pleased with the outcome and appreciated that we could help them without requiring an ongoing advice fee - once the annuity was in place, there was no ongoing advice required beyond this."
Please find below a few videos from Castlefield clients, explaining how we've supported them through their endeavours.
There is also a video from Castlefield's founder, John Eckersley, where he explains how we help clients achieve their goals.
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This includes details of our Thoughtful Investment Approach, Impact Reporting, Stewardship, Engagement, Case Studies and Voting Activity.
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