In Preston
Building Brighter Futures,
One Home at a Time
With more than 20 years of experience to draw on, you can rest assured that we have the expertise and knowledge to provide sound financial advice. We understand that everyone has their own busy schedule. For this reason, we can arrange home visits on Saturdays and evenings to facilitate your lifestyle.
Low rates and affordable monthly payments
Refinance
Home Purchase
Loan Options
Our Services
Assisting you in achieving your dream house

Advice
As Independent Financial Advisers (IFAs), we’re not tied to any banks or financial institutions
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Mortgages
Maybe you’re looking to upscale, re-mortgage or even buy to let? Whatever your reasons are for seeking
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Protection
From life insurance and critical illness insurance to income protection and business insurance
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Lifetime Mortgages
A lifetime mortgage is a type of equity release. The advantages of a lifetime mortgage...
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Specialist Mortgages
Buying a house will most likely be the biggest purchase you ever make. Not everyone fulfils the basic criteria...
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Building Contents Insurance
Building insurance provides you with money that is to be used to repair...
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Landlord Insurance
When letting a property to an individual or group of people, it is vital to insure the property...
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Secured Loans
A secured loan is a great alternative to re-mortgaging your property. When applying for a secured loan...
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Equity Release
Equity release is available in a couple of different forms. The idea of equity release is to take money ...
Read MoreMake Sure You Get A Fair Deal With Us
For independent financial advice that you can trust, call 07966 381670
Choose Us For Great Advice
Buying your first home? Planning for the future?
FCA Approved Advisers
We’re approved and regulated by the Financial Conduct Authority (FCA)
Mortgage Advice For You
Finding the right mortgage is more than simply accepting the first offer.
Foreign National & Returning Ex-Pat Mortgages
We know foreign nationals and expats returning to the UK find it tough to get a mortgage. So, we’ve ditched the restrictive criteria and built a unique proposition.
Who it’s for?
- Foreign nationals with a Skilled Worker Visa or Health and Care Worker Visa, already living and working in the UK.
- Applicants returning to the UK who are purchasing a main residence.
- Residential purchase and remortgage only.
We have been using the services of Castle Financial Services for over 10 years. They are a very knowledgeable and a friendly company who talks you through every step of the way. Their advice is always good and we trust them to be totally fair and get us the best deal.
We worked with Castle Financial services to secure the mortgage for our property purchase. It was a great experience to work with them. After getting our financial details they provided a very clear route for us about what we can afford, what are our options in the market.
Highly professional service, good communication and super friendly staff. Quick and clear feedback on any questions and help throughout the process of sorting your accounts. Thank you for the flawless service provided
I have previously used Matt for a Mortgage and was fantastic. I have reproached Matt for a buy out Mortgage due to separation and Matt is still. . . FANTASTIC.