Castle Trust Financial Planning

Couldn't be happier with my experience with the mortgage team. We were successfully guided through the whole application process with great, friendly advice and the team were always quick to respond to any queries we had. Would highly recommend.

Richard S. · May 2026 · via Google

We are so grateful to Castle Trust for helping us buy our first home. We received great advice and it was so helpful to have someone at the end of the phone to answer questions during the buying process. They were always very patient and no question was a silly question. Highly recommend!

Mara K. · May 2026 · via Google

Kathryn and the team at Castle Trust are brilliant! The first consultation was very invaluable, Kathryn took time to understand my needs and plan with money to give me the best advice. She was very knowledgeable and explained everything in a way that was super easy to understand, I immediately felt well-informed and knew I was in good hands. Their effort and communication while setting things up for me was top tiered. I'm looking forward to continue working with the team in the future!

Quynh D. · April 2026 · via Google

We have found the entire Castle Trust team to be professional, kind and caring. It is great to have your financial advisor & mortgage broker local and working together making sure your wealth plan stays on track. Our financial future looks brighter having these super stars guiding us.

Todd H. · April 2026 · via Google

Glyn and his team have been excellent in guiding us towards a retirement that we will be able to enjoy, not just survive. I just wish we had talked to them a lot earlier in our life. Glyn will tell you how it is (not how you think it should be) in easy to understand language.

Pamela C. · February 2026 · via Google