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info@casfin.co.uk

General Enquiries

For help and general enquiries, please fill out the adjacent form and a member of our team will get back to you within the next working day.

At Castlegate, we place a high value on meeting clients in person, although we are happy to use any medium that suits you (such as video). Please indicate your meeting preference in the adjacent contact form.

    How can we assist you today?*
    Please describe your financial planning needs or concerns, including the approximate value of any existing policies or planned investments.

    What is your full name?*
    Please include any preferred names.

    Where are you located?*
    Your town or postcode will suffice.

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    Where did you hear about us?*
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    Is there anything further we should know before getting in touch with you?*
    This might include your availability or the urgency of your query.

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