Transforming Finance Into Freedom
Building
Your Financial
Future
Harness our extensive experience and passionate dedication to simplify complex financial concepts into clear, actionable insights, guiding you every step of the way.
Personal Financial Planning & Wealth Management
Empowering Your Financial Future With years of expertise in personal finance consulting, we are passionate about helping clients achieve financial freedom. Our team expertly simplifies complex financial co
Tailored Financial Solutions
At Castle Capital, we understand that every individual, family, business, or organisation has unique financial goals and challenges. Our passionate and knowledgeable team is dedicated to being your trusted partner on your journey to financial success.
Making Finance Fun and Empowering Your Lifestyle
At Castle Capital, we believe that managing your finances should be an enjoyable and exciting journey. We love the numbers, and you love living your life—so let us help you design the future you desire.
Our Value to you!
At Castle Capital, we redefine financial planning to empower you toward financial freedom.
From securing mortgages and maximizing savings to investing, pension planning, and premium HNW opportunities, we offer comprehensive, tailored solutions. Prioritizing inclusivity and authenticity, we partner with you to navigate complexities and turn your unique dreams into reality—driven by innovation, passion, and a shared vision for prosperity.
As your trusted partner, We take complex and make it simple - Passionately
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Empower Your Financial Journey
This is where it all begins! With effective financial planning, you take charge of your income, expenses, and investments, allowing you to manage your money and achieve your life goals confidently.
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At Castle Capital, investing is about cultivating a personalized plan that leads to financial freedom. It starts with getting real about your future goals—let’s uncover your S.M.A.R.T investment objectives together!
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Navigating your financial landscape should not be overwhelming. Our experienced team offers tailored strategies that align with your goals, helping you maximise your wealth and enjoy peace of mind.
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Making informed decisions about your pension empowers you and lays the foundation for a more seamless retirement. Take advantage of tax benefits that enhance your investment and create a safety net in case you need to retire early.
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For many, purchasing a home is the largest investment of their lives, and the anticipation can be overwhelming. We’re here to support you at every stage, transforming what could be a stressful situation into a seamless journey toward your new home.
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Ensuring that your family is provided for in the event of your sudden illness or untimely passing, having the proper protection in place means they’ll remain financially secure no matter what comes their way.
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Empowering Women Through Financial Literacy Blathu is a movement dedicated to empowering women through financial literacy, health, and confidence. Led by our own Leah and initiated by Castle Capital, our workshops are built on the belief that financial em
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At Castle Capital, we're excited to unveil the Ultimate Experience—a bespoke service designed exclusively for high-net-worth clients seeking unparalleled access to world-class financial solutions. This is where your aspirations intersect with our unwavering commitment to providing exceptional service that is meticulously curated just for you!
Fostering Your Understanding with Insights and Industry Experience
Support, guidance, and expertise in financial planning.
20s & 30s
Financial needs at this stage may be dominated by a need to fund home purchase, through a combination of savings and borrowing. Savings needs tend to be short term. Little surplus income.
30s & 40s
At this stage a consumer's income may steadily increase as their career advances, etc. Family responsibilities may also increase, demanding more protection. Savings and investment needs may start to lengthen and provision for retirement should be underway. Significant appetite for investment risk.
50s & 60s
Surplus income is at its peak once children's education and mortgage debts have been paid. Inheritances may be received and Investment and retirement planning needs tend to dominate. Appetite for investment risk reduces significantly as capital preservation starts to dominate. Estate and succession planning may start.
Retired 70s onwards
Earned income largely ends, with pension income replacing it, often at a reduced level. Capital growth has peaked, and regular withdrawals may be required to maintain lifestyle. Health may gradually decline, leading to higher medical expenses, while estate planning becomes an important consideration.
Trust We Have Earned
Transforming Finance into Freedom
Contact Us
+353 (0) 61 513 059 info@castlecapital.ie
Address
Castle Capital Ltd The Mulcair Centre Annacotty Business Park Annacotty, Co Limerick
Opening Hours
Monday – Friday: 9:00
AM – 5:30 PM
Additional Documents
Castle Capital Ltd trading as Castle Capital Financial Planning, Castle Capital Mortgages and Castle Capital Corporate is regulated by the Central Bank of Ireland
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