Business Details
Trusted Financial Advisers in Malmesbury
Castle Sundborn has been providing tailored financial advice and comprehensive insurance solutions since 1973. As an established firm of financial planners, we specialise in retirement planning, pensions, healthcare policies, employee benefits, and mortgage advice. Our team of experienced professionals takes a personalised approach, developing strong relationships with clients ranging from private individuals to large organisations across the UK and internationally. Authorised and regulated by the Financial Conduct Authority, we maintain a commitment to professional standards and client-centric service. With over five decades of experience, we combine in-depth industry knowledge with a dedication to understanding each client's unique circumstances.Our services include inheritance tax planning, long-term care solutions, and access to a wide range of financial products from multiple providers. We pride ourselves on delivering professionally analysed choices while maintaining transparency and ethical practices. Our team regularly reviews client portfolios to ensure ongoing suitability and alignment with evolving needs. Based in Malmesbury, we serve clients through a combination of local expertise and national reach. Our community involvement includes supporting charitable organisations such as St Peters Hospice and Cancer Research.
Services
Financial Planning
Healthcare Policies
Employee Benefits
Mortgage Advice
Pension Schemes
Highlights and features
- We have over 50 years of experience in financial planning and insurance services
- Our team includes FCA-certified mortgage and protection specialists
- We offer tailored financial solutions for both individuals and businesses
- We maintain transparent processes with no hidden fees
- Our client-focused approach includes regular portfolio reviews and updates
Associations and certifications
- Financial Conduct Authority
Services
Financial Planning
We provide comprehensive financial planning services tailored to individual and business needs. Our expertise covers retirement planning, inheritance tax mitigation, and investment strategies. With access to a wide range of products from multiple providers, we help clients make informed decisions about their financial future while ensuring compliance with regulatory standards.
Healthcare Policies
Our healthcare policy services include private medical insurance, dental coverage, and flexible cash plans for individuals and businesses. We offer tailored solutions that consider clients' specific healthcare needs while maintaining competitive premiums. Our team provides expert guidance on selecting appropriate coverage levels and policy features.
Employee Benefits
We design and implement cost-effective employee benefit packages for businesses of all sizes. Our services cover pension schemes, healthcare plans, and protection policies that help attract and retain talent. We provide ongoing management and regular reviews to ensure benefit packages remain aligned with business objectives and employee needs.
Mortgage Advice
As independent mortgage advisers, we offer impartial advice on residential and buy-to-let mortgages from across the market. Our FCA-certified adviser provides expertise in remortgaging, equity release, and specialist lending solutions. We help clients navigate the mortgage process while considering their broader financial circumstances.
Pension Schemes
We specialise in creating tailored pension solutions for individuals and businesses. Our services include workplace pension schemes, self-invested personal pensions (SIPPs), and retirement income planning. We help clients understand their options while ensuring compliance with current pension regulations and tax considerations.
People
Anthony Bather
Managing Director
With extensive leadership experience in financial services, Anthony oversees strategic direction and client relationships. He ensures the firm maintains its commitment to professional standards while adapting to evolving market needs through regular industry training and client-focused initiatives.
Alison Bather
Marketing Director
Alison leads our marketing strategy, focusing on client communication and brand development. She ensures our services remain accessible to both new and existing clients while maintaining compliance with financial marketing regulations through regular campaign reviews and updates.
Julie Curtis
Commercial Director
Julie manages business development and client acquisition strategies. She works closely with corporate clients to understand their financial needs while ensuring our service delivery maintains the highest professional standards through regular performance assessments and client feedback mechanisms.
Dave Rees
Mortgage and Protection Advisor
Dave provides specialist mortgage advice with over 20 years' experience in the sector. Holding the Advanced Certificate in Mortgage Advice and Practice, he helps clients navigate residential and buy-to-let mortgages while maintaining FCA compliance through regular professional development.
Judith Williams
Financial Adviser
Judith offers expert financial planning advice, specialising in retirement solutions and investment strategies. With regular client reviews, she ensures recommendations remain appropriate while maintaining compliance with FCA regulations through continuous professional education and updated market analysis.
Questions
What financial services do you offer?
We provide financial planning, pensions, inheritance tax planning, retirement advice, and investment solutions for individuals and businesses.
How do you personalise financial advice?
We conduct detailed consultations to understand your circumstances before recommending tailored solutions that match your specific financial goals.
Are you regulated by the FCA?
Yes, we are authorised and regulated by the Financial Conduct Authority (Ref: 125913) for all our financial services.
Do you work with international clients?
We serve clients across the UK and internationally, adapting our services to meet different regulatory and financial requirements.
