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Hugh Castle Financial planning
Financial Planner

Hugh Castle

Financial planning

Areas of expertise

Estate Planning, Inheritance Tax Planning, Retirement Planning, Tax efficient and Tax led Planning, Long Term Care Planning, Investment Management


20 years experience within the Financial Services and Private Client sector that has included working for UK top tier Wealth Management firms and Private Banks for UK and international clients.

Notable client work and achievements

I am proud to be able to say that I have assisted hundreds of clients to achieve their investment objectives, retirement goals, tax efficient savings, long term care planning and inheritance tax mitigating objectives, ensuring that they, their husbands and wives and future generations are financially secure and thereby enabling them to concentrate on making the most out of life, without the burden of financial worry.

Professional qualifications and memberships

Chartered Fellow CISI, PCIAM, CeMAP, DipFSM

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