Business Details
Your Trusted Financial Partner in Preston
Castle Financial & Mortgage Services is a family-run firm of independent financial advisers based in Preston, operating across Lancashire. Regulated by the Financial Conduct Authority, we specialise in providing tailored financial solutions to meet individual client needs. With over 20 years of experience, our team delivers expert advice on mortgages, secured loans, equity release, and protection products. We prioritise flexibility, offering home visits during evenings and weekends to accommodate busy schedules. As independent advisers, we are not tied to any financial institutions, allowing us to source products from the entire market.Our commitment to transparency ensures clients receive clear, unbiased guidance. We focus on building long-term relationships through personalised service and financial expertise. Our FCA authorisation (number 230534) underscores our adherence to rigorous regulatory standards. We aim to simplify complex financial decisions while maintaining affordability and accessibility. Client trust is central to our approach, supported by our availability for consultations via phone or email.
Services
Mortgages
Equity Release
Protection
Secured Loans
Bridging Loans
Lifetime Mortgages
Landlord Insurance
Highlights and features
- We are FCA-approved independent financial advisers
- Over 20 years of experience in financial services
- Home visits available on Saturdays and evenings
- Access to financial products from the whole market
- Tailored financial packages for individual needs
Associations and certifications
- Financial Conduct Authority
Services
Mortgages
We provide comprehensive mortgage advice for first-time buyers, home movers, and buy-to-let investors. Our FCA-regulated team helps clients navigate re-mortgaging, property upgrades, and market-specific challenges. With access to the entire mortgage market, we secure competitive rates tailored to individual financial circumstances.
Equity Release
Our equity release solutions allow homeowners to access funds tied to their property value without selling. We explain lifetime mortgage options and home reversion plans, ensuring clients understand implications for inheritance and future financial planning while maintaining residency rights.
Protection
We offer life insurance, critical illness cover, income protection, and business insurance solutions. Our advisers assess individual needs to create protection packages that safeguard against financial risks while aligning with personal circumstances and budgetary constraints.
Secured Loans
We arrange secured loans using property or other assets as collateral. These loans provide larger borrowing amounts at competitive rates, with flexible repayment terms. We ensure clients understand risks involved, including potential asset repossession if repayments fail.
Bridging Loans
Our bridging loan solutions address temporary funding gaps for property purchases or business needs. We connect clients with lenders offering rapid approvals and flexible terms, while explaining associated costs and exit strategies for these short-term financial instruments.
Questions
What financial services do you offer?
We provide mortgages, equity release, secured loans, protection insurance, and bridging loans, all tailored to individual client needs.
Are you regulated by the FCA?
Yes, we are Authorised and Regulated by the Financial Conduct Authority under number 230534.
Can I get home visits outside normal hours?
We offer evening and Saturday home visits to accommodate clients' schedules.
Do you only work with local clients?
While based in Preston, we serve clients across Lancashire and surrounding areas.
How do you ensure impartial advice?
As independent financial advisers, we access products from the entire market without ties to specific institutions.
