Castra Financial is an independent financial advisory firm based in Newport South wales , the firm is owned by Shaun Hiscox and Chris Evens who have been in the profession doing various different roles since 2007 (Chris) Shaun 2010. Castra Financial give sound financial planning advice in areas such as pensions, investment, inheritance tax mitigation, mortgages and protection. Our Sole focus is to help clients know their number! Every person will “have a financial adviser” but are they really adding value to you or are they just talking about the performance and the markets to which they have absolutely no influence over, if this is the case, would be great to hear from you. There is one fact that everyone on earth has to agree with, and that is life is not a rehearsal! We have one go around in life and you need to ensure that you live your best life, with one eye on today and one eye on tomorrow. At the heart of everything we do hear at Castra is PLANNING Centred around You! Let me ask a question would you get on a plane or in a car without knowing the destination to where you will end up! Sadly to many people have this reality when it comes to planning for their retirement, they will have a vision of what they would like to do, after they have had to put in blood sweat and tears in for 40+ years in their business or their employment, but unfortunately will end up disappointed or having to work longer and not be able to spend the time they crave or do stuff they enjoy.
Mortgages : The team at Castra help first time buyers, home movers, investors and any individual that has a mortgage on bricks and water! With our whole of market proposition we put the customer at the heart of everything we do ensuring that the client has the best possible deal on the market based on their needs, objectives and circumstances. Mortgages can be a minefield, with so many lenders and products it can be very confusing for a client, here at Castra we take that confusing and complexity away from the client and navigate them through the minefield. The team at castra are all down to earth and very approachable, with our back office support clients are consistently updating every step of the 364 days of the year ( lets be honest, everyone has Christmas day of right?) . Let us take the headache and the complexity away from your mortgage process and guide you through your journey, not just on the transaction of your house purchase or your RE-Mortgage, but through to the very end of the term. We pride ourself on going on the journey with our clients to ensure there objective are met, we are not a transactional practice, we pride ourself on ensuring that the client becomes mortgage free as soon as they possible can. With our investor clients we regular update them to the every fast pace of the changing landscape, whether that is tax changes or ways it could potential be more beneficial to structure their assets , we have a upper hand as we are a Financial service practice so can call on our financial planners to give the advice where necessary on these matters where most Mortgage only advisers would not have the permission, really is a one stop shop!