About Us

Castellan is an independent financial planning & isurance practice. This means that we start with your interests in mind instead of trying to push a particular product.

  • Castellan Professional Financial Planning CC is an authorized Financial Service Provider (FSP 421)
  • CK2002/051230/23
  • V.A.T Reg. No. 4110204817

Our Partners:

Castellan Professional Financial Planning is licensed as follows:

  • Long-term insurance category A
  • Long-term insurance category B
  • Long-term insurance category C
  • Short-term insurance personal lines
  • Short-term insurance commercial lines
  • Retail pension benefits
  • Pension fund benefits
  • Securities/financial instruments
  • Collective Investment Schemes
  • Bank deposits exceeding 12 months
  • Bank deposits less than 12 months
  • Friendly Society benefits


Castellan Professional Financial Planning CC does not hold shares in any of the product providers mentioned above.

Commissions Earned

Commissions earned from business placed at the following institutions has exceeded 30% of total earnings:

  • Liberty
  • Hollard
  • Altrisk

Indemnity Assurance

Castellan Professional Financial Planning CC holds professional indemnity insurance.

Compliance Department and Complaints Department

Please address any queries or complaints to: Queries


Typically our remuneration is recovered from the fees charged against investor contributions by product providers. In certain instances we will request that a fee be paid based on the nature of the services rendered. In these instances you can expect to be notified in advance.