HOME | INFO ABOUT MORTGAGES | BLOG | ADVISERS
Location:
Qualifications:
Appointment Options:
Gender:
Rhodri Lougher is a protection adviser at Castle View Finance Limited, supporting individuals and families who want to strengthen their financial security through suitable protection and insurance solutions. He provides clear and practical guidance to help clients understand the options available when planning for unexpected life events.
Castle View Finance Limited focuses on delivering straightforward advice tailored to each client’s personal circumstances and financial priorities. Rhodri works closely with clients to explain how different forms of protection may help provide reassurance for both individuals and households.
Protection and insurance advice is tailored to your needs and provided in line with current UK regulatory standards.
If you are looking for a protection adviser in Carlisle, it is important to work with someone who takes the time to understand your circumstances before making recommendations. Rhodri supports clients who want to review existing cover, arrange new protection policies, or explore insurance options that may help safeguard their financial commitments.
Recommendations are based on affordability, suitability and personal requirements. Every discussion is designed to provide clear information so clients can make informed decisions with confidence.
Every client journey begins with an initial conversation to understand personal circumstances, financial commitments and future priorities.
The process may include:
Clear explanations are provided throughout without unnecessary jargon.
Castle View Finance Limited provides advice in the following areas:
Life Insurance: Support for clients looking to provide financial security for loved ones in the event of death.
Critical Illness Cover: Protection designed to provide a lump sum payment if diagnosed with a specified serious illness covered by the policy terms.
Income Protection: Policies intended to help replace a portion of income if illness or injury prevents someone from working.
Family Protection: Guidance for households wanting to review how financial commitments may be managed if circumstances change unexpectedly.
General Insurance: Insurance solutions that may help protect property, possessions and other personal risks, subject to policy terms and conditions.
Rhodri works with a range of clients, including:
Every recommendation is based on individual circumstances and eligibility. Policy acceptance and cover levels are subject to insurer underwriting and terms.
Rhodri is a protection mortgage broker in Carlisle who supports clients in Carlisle and the surrounding parts of Cumbria.
Advice may also be provided remotely where appropriate.
If you are reviewing your current protection arrangements or would like guidance on available insurance options, you can arrange an initial discussion with Rhodri Lougher at Castle View Finance Limited.
The aim is to provide clear and responsible advice that helps you make informed decisions based on your personal circumstances and long-term financial priorities.
is an Appointed Representative of Connect IFA Ltd 441505 which is Authorised and Regulated by the Financial Conduct Authority.