Who We Serve
We work with individuals and families who value clear, independent financial advice. Our clients are thoughtful, proactive, and want a trusted partner to help them make confident decisions.
Whether you are building wealth, planning for retirement, or navigating complex financial situations, we are here to provide clarity and guidance.
The Clients We Serve Best
We specialize in working with these types of clients
Busy Professionals
You have built a successful career and earn a good income, but managing your finances feels overwhelming. Between work, family, and life, you do not have time to research investments, optimise taxes, or plan for the long term.
We help high earning professionals simplify their financial lives, make tax efficient decisions, and build wealth strategically so you can focus on what you do best.
Business Owners
Running a business is demanding, and your personal finances are often intertwined with your company. You need help separating the two, planning for both business and personal goals, and preparing for an eventual exit or succession.
We work with entrepreneurs to build a financial plan that balances business growth with personal wealth building, retirement planning, and risk management.
Families Nearing Retirement
You have spent years building your nest egg, and now you are approaching or already in retirement. You want confidence that your money will last, that you are making smart withdrawal decisions, and that you are not leaving anything on the table.
We help families transition into retirement with a clear income plan, tax efficient withdrawal strategies, and ongoing support to adapt as life changes.
International / Cross Border Clients
Whether you are an expat, a returning citizen, or managing assets in multiple countries, cross border finances are complex. Different tax rules, currency considerations, and international account restrictions can make planning difficult.
We have experience working with global clients and can help you navigate multi country tax situations, investment restrictions, and long term planning across borders.
"We chose Clearcastle because they took the time to understand our situation and gave us a clear, honest plan. No jargon, no products to sell. Just good advice."
Client Name, Business Owner
Do Any of These Sound Like You?
If you are looking for independent, fee only financial advice from someone who puts your interests first, lets talk. Schedule a free intro call to see if we are a good fit.