We specialise in mortgages for business owners; the self employed, limited company directors and contractors; who don't necessarily know what figures to use or how to present them to a potential lender to obtain the amount they want to borrow.

Welcome to Castle & Grey

We strive to provide you with quality and professional mortgage, protection and insurance advice that you can trust. Whether you need funds for a new house purchase, or to remortgage your existing home; we have direct access to the lenders who could potentially help. Our purpose is to find you the best lender for your circumstances and make the process as efficient and pain-free as possible.

We also provide personal advice for related insurances that can cushion you from the associated risks that can befall a homeowner. We advise on, buildings and contents, life assurance and critical illness protection, accident sickness and unemployment, and income protection. We give you personal advice and will only arrange products from companies you can rely on. Our job is to not only help

you get the home of your dreams, but to help you keep it. Personal advice has never been easier to access. Please explore our website to find out what we can offer you or contact us to arrange a meeting where we will discuss your financial needs and the very best solutions we have on offer.

A mortgage is a loan secured against your home. Your home may be repossessed if you do not keep up repayments on your mortgage or any other debt secured on it.

Treating Customers Fairly

Everything we do at Castle & Grey is with the intention of providing our customers with the following outcomes:

• Our customers can be confident that they are dealing with a professional firm where the fair treatment of customers is central to its culture.

• Products and services marketed and sold are designed to meet the needs of identified consumer groups and our marketing is targeted accordingly, in an easy to understand way.

• Customers are provided with clear information and are kept appropriately informed before, during and after the point of sale.

• Where customers receive advice, the advice is suitable, appropriately recorded and takes into account all of their personal circumstances.

• Customers are provided with products that perform as we have led them to believe, and the associated service is of an acceptable standard as we have led them to believe.

• Customers do not face unreasonable after sales barriers should they wish to change products, change providers, submit a claim or make a complaint.

Mortgages

Buying a property can be one of the biggest decisions we make in our lives. This is why impartial advice is critical from competent and qualified advisers. Whether you are a first time buyer or looking to remortgage, purchase a second home or even looking to create an income from a buy to let property. This is where we can help. Our mission at Castle & Grey is to guarantee reliable financial advice appropriate to any individual that makes contact with us.

Find out more about our Mortgage products below

A MORTGAGE IS A LOAN SECURED AGAINST YOUR HOME. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE OR ANY OTHER DEBT SECURED ON IT.

Protection

Quite often we hear 'It will never happen to me' or 'I'll sort it out later'. That could prove to be a huge mistake when it comes to putting off arranging vital protection for you and your family. As you would imagine, there are many types of Protection Policies to choose from. Finding one that provides the correct level and definitions of cover at the right price is not as easy as you may think. As qualified Consultants we are to help you find the policy that best meets your needs. We then deal with the insurance companies and medical reports to make sure the right policy is in place at the right time.

1. Whole of Life:

The value of investments and the income from them may go down. You may not get back the original amount invested. The plan may have no cash in value at any time.

2. CIC:

If the policy has no investment element then it will have no cash in value at any time and will cease at the end of the term. If premiums are not maintained, then cover will lapse. The policy may not cover all the definitions of a critical illness. For definitions please refer to the key features and policy document.

3. Income Protection:

If the policy has no investment element then it will have no cash in value at any time and will cease at the end of the term. If premiums are not maintained, then cover will lapse.

Insurance

Buying a property can be one of the biggest decisions we make in our lives. This is why impartial advice is critical from competent and qualified advisers. Whether you are a first time buyer or looking to remortgage, purchase a second home or even looking to create an income from a buy to let property. This is where we come in. Our mission at Castle & Grey is to guarantee reliable financial advice appropriate to any individual that makes contact with us.

Contact

Principal - Lindsey Davenport DipPFS

Get In Touch

Address:
Parkhill Business Centre
Walton Road
Wetherby
LS22 5DZ

Send a message

We will use your name, email address and contact number (‘personal information’) to contact you about the services you have requested or respond to an enquiry you have submitted, which will require us to share your personal information with our advisers. For further information on how your information is used, including disclosure to third parties, how we maintain security of your information and your rights in relation to the information we hold about you, please see our Privacy Policy.

Email communications are not secure for this reason Crescent Independent (Financial Services) Ltd cannot guarantee the security of the email or its contents or that it remains virus free once sent

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