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We keep it simple because that's what we're good at.

At Castle Sundborn, we are dedicated to providing our clients with a comprehensive range of financial services, healthcare, and employee benefits. Our team of experienced professionals are always ready to assist you with your specific needs. We understand that every client is unique and has different requirements. Therefore, we take the time to understand your goals and tailor our services accordingly.

We are based in the beautiful town of Malmesbury and have been serving clients from local businesses and families to large companies and organizations across the UK and internationally for over 50 years. Our commitment to building strong and lasting relationships with our clients has helped us establish an excellent reputation in the industry.

Our Services

We offer a wide range of financial services, including investment advice, pensions, life assurance, critical illness cover, lump sum investments, inheritance tax planning, and retirement planning. Our team of experienced financial advisers will recommend the most appropriate financial services to match your needs.

In addition to financial services, we also provide a comprehensive range of health-related policies for individuals and companies of all sizes. This includes private medical insurance, travel insurance, dental insurance, company cash plans, and more.

We also assist companies in managing effective employee benefit schemes, including pension plans, healthcare policies, and much more. We put together suitable packages of cost-effective benefits for companies and organizations of all sizes.

Moreover, we are independent mortgage advisers who can advise on and arrange a wide variety of mortgages from lenders across the market.

Meet Our Team

Our team consists of experienced professionals who are dedicated to providing you with the best possible service. From our Managing Director, Anthony Bather, to our Marketing Director, Alison Bather, our team is ready to assist you with your specific needs.

Our team also includes Commercial Director Julie Curtis, Compliance and Training Manager Amy Wilkins, and a team of experienced financial advisers including Simon Dickens, Chris Hancock, Judith Williams, Ed Parsons, Anna Brown, and Nicky Thomson. Additionally, we have a team of financial services administrators including Emma Hazell, Victoria Geake, and Dave Rees.

Why Choose Us?

At Castle Sundborn, we are committed to providing our clients with a high level of personal service. We understand that your needs are unique and we take the time to understand your goals. Our team of experienced professionals will provide you with tailored advice and solutions that meet your specific requirements.

With over 50 years of experience in the industry, we have built an excellent reputation for providing financial advice, healthcare, and employee benefits for companies operating across a wide variety of business sectors throughout the UK and internationally. We are based in Malmesbury and our clients range from large companies and organizations to local businesses and individual families.

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