Castle Capital Savings & Investment Planning Questionnaire |
Savings/Investment Planning Advice
This is a questionnaire on you and your savings/investment planning requirements only. Castle Capital will use this information in order to recommend what we feel is the best plan for you. We will store your data and never share it with any third party. During the survey, we will gather your personal details and your attitude towards saving your money. When you submit your information we will design a plan suitable to you and present a proposal based on your needs.
Castle Capital Ltd t/a Castle Capital Financial Planning is regulated by the Central Bank of Ireland.