This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
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.
Castlegate Financial Management provides an independent, tailored and professional financial planning service for individuals and businesses which is differentiated from that offered by other firms by our close collaboration with Duncan & Toplis Chartered Accountants and Duncan & Toplis Probate Services. We are truly able to say that we offer a comprehensive life and retirement planning service under one roof.
In addition, all of our clients have a dedicated adviser, who in turn has sufficient support and resources to meet your needs whatever they may be, and whenever they arise. Enjoy your today, and let us worry about your tomorrow!
8, Castlegate, Grantham, Lincolnshire, NG31 6SE
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