Newby Castleman (Financial Services) Limited

The Partners of Newby Castleman are delighted to announce the formation of a new company, Newby Castleman (Financial Services) Limited.

The formation of the new company is an important development for both the firm and our clients. Following the introduction of the Financial Services Act, the partners have been referring clients to fully approved and regulated external advisors. However, for some time, we have been considering ways of offering the service "in-house" so as to complement our existing range of services and offer a complete financial service. Having considered a number of options, we are delighted to announce that we have decided to join forces with Leicestershire based Greyfriars Asset Management LLP to form Newby Castleman (Financial Services) Limited. Newby Castleman (Financial Services) Limited is an appointed representative of Greyfriars Asset Management LLP which is authorised and regulated by the Financial Services Authority.

The Partners of Greyfriars Asset Management LLP, Bill Walker and Chris Gladman, have many years experience in the financial services industry and have a reputation for providing high quality service at a reasonable cost.

• Full range of pension planning for directors, the self-employed and company schemes.
• Life assurance.
• Investment advice, including fund management, ISA's and other individual savings products.
• Critical illness cover.
• Income replacement.

If you would like to discuss any of the above do not hesitate to contact us.

Newby Castleman is not authorised under the Financial Services and Market Act 2000 but we are able in certain circumstances to offer a limited range of investment services to clients because we are members of the Institute of Chartered Accountants in England and Wales. We can provide these investment services if they are an incidental part of the professional services we have been engaged to provide.