Our Vision
Castlegate Financial Management is a well-established, independent financial advisory business based in Grantham, Lincolnshire. With over 25 years of experience serving clients across the East Midlands, we have built a reputation for providing personalized, comprehensive financial planning solutions.
Who We Are
Our team of experienced and qualified financial planners is passionate about helping clients achieve their financial goals. We understand the complexities of financial planning and are committed to providing clear, jargon-free explanations and tailored solutions. We believe in building strong relationships with our clients and working collaboratively to develop and implement plans that align with their individual needs and aspirations.
Our Services
We offer a comprehensive range of services across all aspects of personal and corporate financial planning, including:
Wealth Management
- Investment planning and management
- Pension planning and preservation
- Tax planning and optimization
- Inheritance tax planning and execution
Retirement Planning
- Defined benefit plans
- Self-invested retirement plans (SIPS and SSAS)
- Retirement income planning
Investment Management
- Portfolio construction and management
- Regular portfolio reviews and rebalancing
- Access to a wide range of investment options
Business Services
- Corporate pension planning and consulting
- Business succession planning
- Employee benefit plans
Why Choose Castlegate Financial Management?
- Independent and unbiased: We are not tied to any particular institution or financial product.
- Personalised service: We take the time to understand your individual needs and goals.
- Transparency and communication: We provide clear and concise explanations throughout the planning process.
- Long-term commitment: We are dedicated to building strong relationships and providing ongoing support.
Get in Touch
To discuss your financial goals and explore how we can help you achieve them, contact us today on 01476 855 585 or schedule a consultation with one of our experienced financial planners.
Overall Impression
The reviews highlight a general satisfaction with the service provided, with a focus on the expertise and guidance offered.
Client Experience
Sheila Womble, a satisfied client, describes receiving professional advice that instilled confidence in her financial decisions for the future. The reviewer expresses gratitude for the expert guidance, which helped her make informed choices.
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