Raffaele Castaldo
Independent Financial Adviser
With 18 years of experience in the financial services industry, Raffaele is a dedicated and trustworthy Financial Adviser committed to providing the best possible guidance for his clients. His extensive background allows him to navigate complex financial landscapes and offer tailored solutions to help clients achieve their financial goals with confidence and security.
WHY BOOK WITH RAFFAELE
- 18 years in the financial services industry
- Tailored solutions for investments and protection
- Cashflow and retirement planning
- Pension planning and transfers
- Achieve your long-term financial goals
FULL BIOGRAPHY
Raffaele Castaldo is a highly experienced financial adviser with 18 years in the financial services industry. Specialising in financial planning, he is committed to offering expert guidance to clients, ensuring they can navigate the complexities of their financial journeys with confidence and security. Raffaele’s extensive experience enables him to provide tailored solutions in retirement planning, pensions, investments, and protection, helping his clients achieve their long-term financial goals.
As an independent financial adviser (IFA), Raffaele's role goes beyond traditional advisory services. In addition to providing ongoing financial advice, he also takes on paraplanning responsibilities including cash flow planning and important administrative tasks.
Raffaele holds two key qualifications that underpin his expertise. He is a holder of the DipFA Diploma for Financial Advisers, a highly respected qualification that ensures he meets the industry’s standards for providing comprehensive financial advice. He also holds the AwPETR Award in Pension Transfers, which equips him with the advanced knowledge necessary for advising clients on pension transfers with confidence.
Outside of his professional life, Raffaele is passionate about maintaining an active lifestyle, pursuing various fitness activities including cycling, running, hiking, and working out at the gym.
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