Castra Financial Limited - Cwmbran

Address: Office 18, Castra Financial Limited, Springboard Innovation Centre, Llantarnam Park Way, Cwmbran NP44 3AW, United Kingdom.
Phone: 1633287798.
Website: castra.uk
Specialties: Financial planner.
Other points of interest: Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Appointments recommended.
Opinions: This company has 20 reviews on Google My Business.
Average opinion: 4.6/5.

📌 Location of Castra Financial Limited

Castra Financial Limited Office 18, Castra Financial Limited, Springboard Innovation Centre, Llantarnam Park Way, Cwmbran NP44 3AW, United Kingdom

☎️1633287798

⏰ Open Hours of Castra Financial Limited

Monday: 9 am–5 pm
Tuesday: 9 am–5 pm
Wednesday: 9 am–5 pm
Thursday: 9 am–5 pm
Friday: 9 am–5 pm
Saturday: Closed
Sunday: Closed

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Overview of Castra Financial Limited

Catra Financial Limited is a prominent financial services provider based in the United Kingdom, specializing in comprehensive financial planning tailored to individual needs. The company operates from a strategic location in Cwmbran, Wales, offering accessible and professional advice to clients seeking wealth management, investment strategies, and retirement planning solutions. With a focus on personalized service, Castra Financial Limited aims to empower clients through informed decision-making, leveraging expertise in the financial sector to address various monetary goals and challenges. The organization's commitment to excellence is reflected in its operational standards and client feedback, making it a notable entity in the realm of financial advisory services.

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Location and Accessibility

Catra Financial Limited is situated at Office 18, Springboard Innovation Centre, Llantarnam Park Way, Cwmbran NP44 3AW, United Kingdom. This prime location places the company within a modern innovation hub, facilitating ease of access for both clients and partners. The facility is designed with inclusivity in mind, featuring wheelchair-accessible amenities such as an accessible car park, entrance, and toilet, ensuring that all individuals can visit without barriers. These thoughtful provisions highlight the company's dedication to serving diverse clientele, including those with mobility limitations, and underscore the importance of creating an environment where everyone feels welcome and accommodated.

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Travel and Contact Details

For those planning to visit, the company provides clear contact information. The phone number, 1633287798, is readily available for inquiries or to schedule appointments, emphasizing the importance of appointments recommended for personalized consultations. Additionally, the website at castra.uk offers detailed resources and updates, allowing potential clients to explore services and learn more at their convenience. The address is easily navigable from major roads, and the Springboard Innovation Centre itself offers ample parking and modern facilities, making it a convenient choice for meetings or drop-ins. This strategic positioning in Cwmbran ensures that clients from nearby areas can access financial expertise without logistical hurdles.

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Services and Specialties

As a leading Financial planner, Castra Financial Limited excels in providing tailored financial advice that caters to individual circumstances, goals, and risk profiles. The core specialties include investment management, retirement planning, tax optimization, and estate planning, all delivered with a focus on long-term financial health. The company's expertise extends to helping clients navigate complex financial landscapes, such as market fluctuations or life changes, by offering bespoke strategies that align with personal objectives. This financial planning approach ensures that clients receive not just advice, but actionable plans designed for sustained growth and security. Furthermore, Castra Financial Limited emphasizes education and transparency, empowering clients with knowledge to make informed choices about their finances.

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Benefits of Their Approach

One of the standout features of Castra Financial Limited is its commitment to building lasting relationships with clients. By prioritizing appointments recommended, the company ensures dedicated time for in-depth discussions, fostering a collaborative environment where concerns are thoroughly addressed. This methodical approach helps in creating customized solutions that reflect each client's unique situation, whether it involves saving for retirement, managing investments, or planning for future inheritance. The emphasis on accessibility, as seen in their physical infrastructure, mirrors their dedication to client-centered service, making it easier for everyone to engage with the company's offerings.

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Accessibility Features and Inclusivity

Catra Financial Limited demonstrates a strong commitment to inclusivity through its physical and digital accessibility features. The premises at Springboard Innovation Centre boast a wheelchair-accessible car park, entrance, and toilet, ensuring that the facility is welcoming to all visitors. These amenities are not merely additions but integral parts of the company's identity, reflecting a proactive stance on equal access. For online interactions, the website is designed to be user-friendly, though specific details on web accessibility are not provided. This focus on accessibility aligns with broader societal values, making Castra Financial Limited a model for other businesses in the financial sector. It encourages a diverse clientele to seek advice without hesitation, thereby expanding their reach and impact.

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Client Recommendations

When seeking financial planning services, it is highly recommended to contact Castra Financial Limited by phone or visit their website to explore options and schedule a consultation. Appointments are strongly advised, as this allows for a focused discussion tailored to individual needs, maximizing the value of the interaction. For those prioritizing accessibility, the company's wheelchair-friendly features ensure a comfortable experience during visits. Moreover, researching the company's online presence, such as their Google My Business profile, can provide insights into client experiences and service offerings. Overall, approaching the engagement with preparation and an open mind will lead to a rewarding financial advisory journey.

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Client Feedback and Reputation

Catra Financial Limited maintains a strong reputation, as evidenced by its 20 reviews on Google My Business, which boast an impressive average rating of 4.6 out of 5. This high score reflects consistent client satisfaction, with testimonials likely highlighting the professionalism, expertise, and personalized service offered by the team. Positive reviews often emphasize the company's ability to demystify financial planning and deliver practical solutions, reinforcing their credibility. For potential clients, this feedback serves as a valuable resource, offering real-world perspectives on the quality of service and responsiveness. The company's dedication to improving client experiences ensures that they remain competitive in an evolving market, making them a trusted choice for financial guidance.

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Enhancing Your Financial Journey

In summary, Castra Financial Limited stands out as a reliable partner for anyone seeking financial planning services in the UK. Their location in Cwmbran, combined with accessible features, creates a welcoming space for all clients. By emphasizing appointments recommended and leveraging their expertise, they provide tailored advice that addresses a wide range of financial needs. The positive reviews further validate their approach, encouraging inquiries and visits. For individuals looking to optimize their finances, engaging with Castra Financial Limited could be a transformative step toward achieving long-term stability and growth.

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👍 Reviews of Castra Financial Limited

John N.

5/5

I had the pleasure or dealing with Shaun at Castra as I had a number of pension’s, some, as it turns out, I didn't even know existed! Shaun expertly and efficiently located them all and gave sound advice on what to do with each specific one. Some were left totally alone as they were best where they currently were. This professional and honest manner, is what gives me the confidence to lead my financial matters with all the advice Shaun gives me.
For anyone looking to find out where they stand and how to move forward in the most appropriate manner, Shaun is undoubtably the first place to start. The fact that Shaun is knowledgeable and smart, reassured me that I had done the right thing by going to Castra. Time has shown this to be the right decision.

I would highly recommend Shaun and Castra, without hesitation.

Max

5/5

We’ve used Shaun for both our business and personal affairs. Can’t fault him, advice and communication second to none. Always on hand for any questions. Highly recommend

Samantha H.

5/5

Can’t recommend Shaun enough. I have been working with him for a few years for a range of financial needs. Highly recommended.

Aled W.

5/5

Shaun from Castra’s expertise in pensions and wealth management is second to none. He takes time to understand his client’s goals, provides tailored advice, and his recommendations speak for themselves. With his support, feel confident about your financial future. I highly recommend Shaun at Castra Financial. Exceptional service and truly cares about customer satisfaction.

Naomi F.

5/5

Recently engaged with Shaun at Castra as I had a number of pension’s scattered everywhere. Shaun took time to write off and find out what the pension contracts where and then best advised me on what to do with them. Made the process very efficient and would highly recommend Castra and Shaun.

Madison Q.

5/5

Recently engaged with Shaun from Castra about my pension planning. Shaun took time in explaining a subject that I found very complicated and broke it down in a very understandable way. Great service and very happy with the journey so far, one year down the line.

Andy L.

1/5

I contacted Chris Evans though unbiased fca website just over 2 years ago about my pension portfolio. His initial contact was prompt & professional. His plan to look after my money, was accepted by myself and put into motion. After 9 months, I had received no contact and my investments were spiralling negatively. I then found out having to search for his whereabouts and found he was working for Penguin Wealth Planners Ltd. They assured me that, he would contact me. Which he did and told me his was setting up Castra Financial Limited. He would pay attention to my portfolio and asked me to "keep the faith"? He did not know why I hadn't received his emails After another year of poor performance, my portfolio losses amounted to £24k. A further conversation by myself about his poor performance management, again prompted another restructure of my investments. I asked why I was having to initiate action on my investments and his charges for the inaction to protect my funds. After around 30 months, I have left Castra about £19k + his charges, down on my initial investment amount. As I said to him, the money I have may not be a lot to you, but it's all I have to my retirement.
His lack of contact, due diligence and professionalism to invest my money wisely has left me having to rethink my future. Companies house does not show Chris Evans as a officer, even though he stated to me about setting up Castra Financial Ltd. I strongly recommend thinking very hard about using the services of Chris Evans at Castra.

Chris S.

5/5

Shaun and Castra have taken what little information I had and gave me great pension fund advice. I now have a clear view of what I have, what I want and how I go about getting it. I really do know my number and have the security of income protection for peace of mind.
Thanks Shaun and team.