Free Consultation

Castle Stonebridge > Free Consultation

Your finances, clearly explained. At no cost to you

A free, one-to-one consultation with a qualified Independent Financial Adviser. No jargon, no pressure — just honest, expert guidance tailored to your situation.

Book My Free Consultation
contact us

Pension Planning

Whether you have a workplace pension, a self-invested personal pension (SIPP), or multiple pots from different employers, we can help you understand what you have, what it's worth, and what you should be doing now to retire with confidence.

Investment Strategy

From ISAs to general investment accounts, we will discuss your risk appetite, time horizon, and goals — and explain how a well-structured investment portfolio can make your money work harder than leaving it in cash.

Protection & Insurance

Life insurance, critical illness cover, income protection — we will review what cover you have, identify any gaps, and explain what the right protection looks like for your family and financial commitments.
Income Protection vs Critical Illness Cover
Our Proud

Journey So Far

Interior design is the art and science of enhancing the interior building achieve a healthier and more aesthetically pleasing environment forin using the space.

0 *

Google Reviews

0 +

Clients Advised

0 +

Free Initial Consultations

0

Committed Team Members & Counting

Who should book a free consultation?

Is this for me?

Our consultation is designed for anyone at any stage of their financial journey — not just those approaching retirement or those with significant assets.

Book

How The Free Consultation Works

At Castle Stonebridge we believe financial advice should be easy to access and simple to understand. This helps you make an informed decision.

1. Book online or by phone

Choose a time that suits you. We offer appointments in person, by video, or by telephone.

2. We prepare

We may ask you a few simple questions in advance so your adviser can make the most of your time together

3. 45–60 minute consultation

A relaxed, structured conversation covering your situation, goals, and the areas where we can add the most value.

4. Your clear next steps

We summarise our findings, share your key takeaways, and explain how we might work together — at your pace and on your terms.

Common Questions

Frequently asked questions

Yes, completely. There is no fee for the initial consultation and no obligation to proceed with any product or service. We will never pressure you into anything, and our advice at this stage costs you nothing.

Most initial consultations last between 45 and 60 minutes. This gives us enough time to understand your full situation without rushing, while being respectful of your time.

It helps to have a rough idea of what pensions or savings you hold, any existing policies or protection you are aware of, and a sense of what you earn and spend — but it is not essential. We can work with whatever you have and help you identify what information to gather afterwards.

Absolutely. We offer consultations in person, by video call, or by telephone — whichever is most convenient for you.

If you would like to engage us, we will provide a clear, written proposal setting out the scope of advice and our fees before any commitment is made. We operate transparently and you will always know the cost before agreeing to anything.

Yes. Castle Stone Bridge is authorised and regulated by the Financial Conduct Authority (FCA). We provide independent financial advice, meaning we are not tied to any product providers and can recommend solutions from the whole of the market.

We’ve used Alex to sort out our pensions and insurances after starting our own company. He’s done a brilliant job for us. He is very knowledgeable and ensures he gives accurate advice that’s best for us. We would highly recommend Alex as a financial advisor. My husband isn’t always the easiest to get hold of for appointments given the nature of his job but Alex has been very flexible with arranging appointments to suit us best.

Marie G

We were introduced to Alex by a family friend, I’m glad we were. We had been putting off planing our future finances for a while, we didn’t know where to start. Alex visited us at home at a mutual convenient time. We explained our situation to him and he put a plan together explaining everything in detail. We understood everything he was telling us and put us at ease. We are now in a much better position with all our finances, pension and more thanks to Alex. Our money is now working for us and we are in a much better place. He also keeps in touch with us on a regular basis, which is great for us as we need a good kick every now and then. Thanks Alex.

Karen

was recently introduced to Alex as needed some help with my pension's. It was perfect timing after swapping jobs. Alex made everything very clear for me in terms of options available and the choices I could make. No push sales tactics, a very relaxed environment and good, honest advice on what I was looking to do. Would highly recommend Alex Pugh

Andy M

Our Knowledge Hub

Find out some of our latest insights to help with your finance knowledge

Essential Business Protection for Builders – 2026
23Apr
Arran Turner Uncategorized

Essential Business Protection for Builders – 2026

The Hidden Cost of Buying Business Assets Outright
25Jun
Arran Turner Business

The Hidden Cost of Buying Business Assets Outright

Best Tips to Talk to Family and Friends About Money
09Jul
Arran Turner Finance

Best Tips to Talk to Family and Friends About Money