Castlegate Investments was formed in Swindon in September 1995, we have built a enviable reputation for reliability and service since then. At the end of 2008 we became a Limited Liability Partnership and directly authorised and regulated by the Financial Conduct Authority (FCA).
As a firm and as individuals we are dedicated to proving the best outcome for our clients and many hours are spent on maintaining awareness of the current financial services environment and ongoing professional development. The vast majority of our business comes from referrals from existing clients. There are two Partners in the business Andrew Gibbs and Bill Crowley, there are a further three Independent Financial Advisers (IFAs) and four support staff.
Meet the team
Andrew Gibbs has been involved in Financial Services for over 25 years. Initially he worked in a Building Society environment and then in direct sales with an insurance company. Feeling that there was something better for his clients Andrew became one of the founding Partners of Castlegate Investments in 1995.
Andrew practices in all areas of personal and corporate financial advice and holds specialist qualifications in Long Term Care fees planning, Equity Release and Lifetime Mortgages. Andrew is qualified to take instructions and advise upon Wills and general estate planning and probate, he is a member of the Institute of Professional Will Writers.
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Bill Crowley joined an insurance company in 1995 after ten years in the Army. After the minimum three years industry experience required by most Independent Financial Advisers (IFAs) he joined Castlegate Investments in 1998, becoming a Partner in 2001.
Bill advises in all areas of financial planning for individuals, families and small to medium sized businesses. He specialises in providing a lifetime cashflow modelling service for clients enabling them to create and view a lifetime financial plan. Bill also holds the Advanced Certificate in Financial Planning awarded by the Chartered Insurance Institute and is working towards Chartered status. He holds specialist qualifications in Pensions, Pension Transfers, Retirement Options, Long Term Care Fees Planning, Equity Release and Lifetime Mortgages. Bill is also qualified to take instructions and advise upon Wills and general estate planning and probate, he is a member of the Institute of Professional Will Writers.
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Martin King has worked in Financial Services in a variety of advisory roles for in excess of 25 years and joined Castlegate Investments in 2012. Martin advises across the spectrum but specialises in investment and estate planning.
Martin is qualified to take instructions and advise upon Wills and general estate planning and probate, he is a member of the Institute of Professional Will Writers.
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Bill Stretton has worked in Financial Services for several years having initially specialised in mortgage advice, he joined Castlegate Investments in 2013. Bill advises individuals, families and small businesses on all aspects of financial planning.
Bil is qualified to take instructions and advise upon Wills and general estate planning and probate, he is a member of the Institute of Professional Will Writers.
Click to Email Bill – firstname.lastname@example.org
Janice Gibbs, Sara Starczewski & Tracy Dawson form our team in the offices in Swindon who do everything from answering the phone to maintaining the accounts. In this age of increasing paperwork and regulatory burden they help the firm meet its obligations and requirements in these areas, produce valuations and reports for clients and assist in researching solutions. They hold various financial services qualifications between them. We are extremely lucky, as are our clients, in that we have a very low turnover in staff, Janice, Sara and Tracy have clocked up a total between them of about 45 years working with our advisers.
YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE
The Financial Conduct Authority does not regulate some forms of mortgages and ISAs.
As we are independent you have the choice whether to pay a fee for the mortgage advice we provide. Typical £300 initially plus 0.35% of the Mortgage amount on completion. However, we will discuss your payment options with you and confirm the actual amount payable before we begin to provide our services.