Castle Mortgage Services

For professional, honest, friendly financial advice

 

At Castle Mortgage Services we are committed to offering our clients the highest possible standards of service.

Castle Mortgage Services provides truly independent financial advice. We have over 30 years’ experience in the financial services industry and are trained to provide the customer service levels which you would expect from a professional organisation. Whatever the economic climate, we will work with you to ensure that the financial products are relevant and suitable for your needs.

We will help you to make the right choices when planning your future. We tailor solutions for your current and future situation to ensure that you have the most suitable products in place.

At Castle Mortgage Services we are committed to offering our clients the highest possible standards of service. In so doing we are pleased to support the Financial Conduct Authority initiative ‘Treating Customers Fairly’.

We recognise that both we and our customers have everything to gain if we look after your best interests and treat you fairly in all aspects of our dealings with you.

 
Our commitment to you

We will:

  1. Provide you with clear information about the products and service we offer, including fees and charges.
  2. Discuss your individual needs, preferences and circumstances before recommending a product.
  3. Only recommend a product that we consider suitable for you and that you can afford – and always the most suitable from the available options.
  4. Not recommend a product if we cannot find one we consider suitable.
  5. Encourage you to ask questions if there is something you don’t understand.
  6. Provide you with our formal complaint procedure should you become unhappy with our service.

Equity release may involve a lifetime mortgage or a home reversion plan. To understand the features and risks, ask for a personalised illustration.

Equity release may impact the size of your estate and it could affect your entitlement to current and future means-tested benefits.

Think carefully before securing debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it. Please note that some mortgages such as commercial BTLs are not regulated by the FCA.

Castle Mortgage Services is an Appointed Representative of Julian Harris Mortgages Ltd who are authorised and registered by the Financial Conduct Authority, reg number 304155. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK .
Think carefully before securing debts against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.
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