Business Details
Trusted Financial Advisers in Malmesbury
Established over five decades ago, Castle Sundborn has built a distinguished reputation as a trusted provider of financial, healthcare, and employee benefit solutions. Our firm combines deep industry expertise with a client-centric approach, offering tailored advice to individuals, families, and businesses across the UK and internationally. As an authorised and regulated entity by the Financial Conduct Authority, we prioritise compliance, transparency, and ethical standards in all our operations. Our team of experienced professionals delivers comprehensive services, including retirement planning, mortgage advisory, private medical insurance, and bespoke employee benefit schemes. With a focus on long-term relationships, we work closely with clients to understand their unique circumstances, ensuring solutions align with their financial goals.Headquartered in Malmesbury, Wiltshire, we serve a diverse clientele ranging from local businesses to large organisations. Our commitment to excellence is reflected in our partnerships with leading insurers and lenders, enabling access to a wide range of competitive products. Beyond our core services, we actively support charitable causes such as St Peters Hospice and Cancer Research, reinforcing our dedication to community impact. Through continuous market analysis and professional development, we maintain our position at the forefront of the financial services sector. Our legacy of trust and reliability remains central to our mission of empowering clients to make informed financial decisions.
Services
Financial Planning
Healthcare Policies
Employee Benefits
Mortgage Advice
Retirement Planning
Private Medical Insurance
Dental Insurance
Group Life Assurance
Equity Release
Cash Plans
Highlights and features
- We have over 50 years of experience in financial advisory services.
- Our team holds advanced qualifications, including mortgage advice certifications.
- We offer independent, tailored solutions from a wide range of providers.
- We maintain FCA regulation, ensuring high compliance and ethical standards.
- Our client-focused approach prioritises long-term relationship-building and transparency.
Associations and certifications
- Financial Conduct Authority
What people say
Expert financial guidance
Tailored retirement plans
Comprehensive healthcare options
Professional mortgage advice
Strong client relationships
Services
Financial Planning
Castle Sundborn provides comprehensive financial planning services, including inheritance tax strategies, retirement planning, and investment advice. Our FCA-regulated team tailors solutions to individual and business needs, ensuring long-term financial security. We analyse market options to recommend competitive products aligned with client objectives.
Healthcare Policies
We offer private medical insurance, dental coverage, and family healthcare schemes. Our advisors help clients select cost-effective policies with flexible benefits. Services include cash plans, employee assistance programmes, and international coverage options tailored to personal or corporate requirements.
Employee Benefits
Our employee benefit solutions encompass pension plans, group life assurance, and critical illness cover. We design cost-efficient packages for businesses of all sizes, including dental insurance and income protection. Regular reviews ensure schemes remain aligned with organisational goals and employee needs.
Mortgage Advice
As independent advisers, we arrange residential and buy-to-let mortgages from multiple lenders. Services include remortgaging, equity release, and commercial lending. Our Advanced Certificate-qualified advisor provides tailored solutions for first-time buyers, investors, and businesses with complex financing needs.
Retirement Planning
We specialise in retirement income strategies, including pension consolidation and tax-efficient withdrawals. Our FCA-regulated advice covers defined benefit schemes, SIPPs, and lifetime annuities. We help clients maximise retirement savings while minimising tax liabilities through personalised planning.
People
Anthony Bather
Managing Director
Anthony leads Castle Sundborn's strategic direction, leveraging decades of financial services experience. He oversees client relationships and regulatory compliance while maintaining the firm's commitment to ethical advisory practices and community engagement.
Alison Bather
Marketing Director
Alison manages marketing initiatives and brand development, ensuring Castle Sundborn's services reach target audiences effectively. She coordinates digital campaigns and client communications while supporting charity partnerships aligned with company values.
Julie Curtis
Commercial Director
Julie drives business growth and corporate client acquisition. With extensive industry knowledge, she develops strategic partnerships and oversees commercial account management, ensuring tailored solutions for large organisations and SMEs.
Dave Rees
Mortgage and Protection Advisor
Dave specialises in mortgage solutions and protection policies, holding the Advanced Certificate in Mortgage Advice. With over two decades of experience since 2001, he provides expert guidance on residential, buy-to-let, and commercial lending options.
Judith Williams
Financial Adviser
Judith offers personalised financial planning services, focusing on retirement strategies and investment management. She works closely with clients to create sustainable wealth plans, ensuring compliance with FCA regulations and client-specific objectives.
Questions
What financial services does Castle Sundborn offer?
We provide retirement planning, inheritance tax advice, mortgage solutions, pensions, and investment management tailored to individual and business needs.
Do you provide healthcare insurance for businesses?
Yes, we offer private medical insurance, dental coverage, cash plans, and employee assistance programmes for companies of all sizes.
Are your mortgage advisers qualified?
Our mortgage adviser holds the Advanced Certificate in Mortgage Advice and has over 20 years' experience in residential and commercial lending.
What areas do you serve?
We operate throughout the UK and internationally, supporting clients from local businesses to multinational organisations.
Are you regulated by the FCA?
Yes, Castle Sundborn is authorised and regulated by the Financial Conduct Authority (Ref: 125913).
