About Jupp Castle Financial Services Ltd

Specialists in pensions, investments, tax planning,mortgages and protection plans. We also have a linked accountancy practice
We are an experienced IFA firm, offering a friendly, personal service to all new and existing clients. Our offices are near Hartley Wintney in Hampshire and we offer unbiased independent financial advice on pensions, retirement planning, investments mortgages and insurance. We meet a lot of our clients at their own home or office and would be very pleased to call and see you for a free no obligation initial meeting. Please give us a call to see how we can help.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings
  • School fees planning

  • Business:
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group critical illness
  • Group private medical insurance
  • Group protection

  • :
  • Long term care

  • Mortgages:
  • Buy my next home
  • First time buyers
  • Remortgage
  • Equity release
  • Right to buy
  • Self employed
  • Flexible

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