Castle Stonebridge Financial Planning - Chesterfield

Steph M.

We had been recommended Alex by a friend, he came to visit us at home so we could go through all our pensions, investments, life insurance and income protection policies, something we had been meaning to do for the last few years but not found the time or known where to start with it all!
He was very thorough and had a great knowledge in all financial areas and it was so nice to have someone finally who explained everything to us in a very understandable way. He has advised us of how our money can work better for us and help to put us in a much better financial position for our future and retirement.
Alex now does regular reviews with us and keeps us up to date on all our financial planning requirements. Would highly recommend!

Andy M.

was recently introduced to Alex as needed some help with my pension's. It was perfect timing after swapping jobs. Alex made everything very clear for me in terms of options available and the choices I could make. No push sales tactics, a very relaxed environment and good, honest advice on what I was looking to do. Would highly recommend Alex Pugh

Gemma E.

Alex has been amazing throughout reviewing our pensions, life insurances & income protection policies. He’s explained in great detail each of our options, taking our personal circumstances into consideration. It’s great to know our investments will now be reviewed regularly by someone we can finally trust.

Graham N.

Highly recommended Alex is very knowledgeable with excellent customer service whilst explaining things in a straight forward understandable way.

Alex reviewed our key person and relevant life policies to find that we were not correctly covered and expertly advised us on the best cover to protect our business and the key people within it.

He also explained some insurance protection options which we did not know existed but can be quite useful for directors and senior people in a limited company.

From our perspective this is also tax efficient which is important in today's business planning.

Abbie D.

Alex went above and beyond for me when understanding my business and how to build my connections. He put me directly on the path to building relationships with highly trusted contacts in order for me to develop and grow as a business and I couldn’t be more grateful - I would highly recommend Alex!

Michael G.

This company has demonstrated professionalism and a high level of knowledge. Alex completes tasks as promised in a prompt and efficient manner, and is able to address any issues that arise.

Carole S.

Alex has been really helpful and even though we haven't used him this time around I would certainly recommend his services. Alex gives advice with great clarity and understood our issues. Thank you Alex

Arran T.

I recently asked Alex at Castle Stonebridge to review my business protection policies as I wasn’t sure I had the right products for me. Alex was really helpful identifying the right requirements for me and got everything set up really easily, he even helped us roll out employee benefits too!

Highly recommend for business owners.