Why our clients choose to work with us

At Castle Rock we believe that effective financial planning revolves around the person. This is why we start with you and what you want in life, and then create a financial plan to ensure that you can achieve this. We like to have ongoing relationships with our clients so that we are there to ensure they remain on track to achieve their life goals.

We provide our initial wealth consultations at no cost to you so that you don’t feel pressured at any stage. This allows us to understand each other and confirm if we can add value to you. You will only need to commit when you believe it is right for you

We will assess your mortgage needs, recommend the right deal for you, and complete all the application paperwork all at our expense. As mortgage advisers receive a commission from the lender upon completion, we felt it was better to forego charging our clients an adviser fee which can typically cost around £500.

Being part of The Openwork Partnership gives us access to a vast knowledge bank and resources, a whole of market mortgage panel for first charge mortgages and access to best in class investment managers.

With over 20 years combined experience and a history of dealing with a wide range of client circumstances, our clients feel comfortable knowing that whatever their situation, we will have the knowledge required to advise the best way forward.