Castlegate Financial Management Limited

Independent Financial Adviser 8, Castlegate, Grantham, Lincolnshire, NG31 6SE
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
20th August 2018
Chartered Financial Planners offering independent, whole of market sourced solutions and a valued on-going review service.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Rest of world
    • Wealth management
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Long term care
Meet our advisers
adviser-person
Lisa Shepherd
Financial Planner
Where to find us
About us

Established in 1994, and part of the Duncan & Toplis Chartered Accountants group of companies Castlegate Financial Management has six highly qualified and experienced advisers providing a high quality financial planning service from offices in Grantham, Stamford, Boston, Sleaford, Spalding, Newark, Lincoln, Louth, Melton Mowbray & Skegness. Coupled with more than 25 support staff the level of service and technical expertise provided is backed by high levels of training and delivered in a client friendly jargon free manner. Furthermore, Castlegate engages an independent firm of financial analysts & research specialists to enable us to offer truly whole of market sourced financial advice.

Our services

Castlegate Financial Management provides an independent, tailored and professional financial planning service for individuals and businesses which includes wealth management, tax planning & mitigation, long term care costs planning, protection solutions for both business & families; self invested pensions (including administration) and trust & estate planning. All clients have a dedicated adviser, who in turn has their own support team knowledgeable of the client.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Compliance

Castlegate Financial Management Limited is authorised and regulated by the Financial Conduct Authority.

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