Castlegate Financial Management Limited

Independent Financial Adviser 14 All Saint's Street, Stamford, Lincolnshire, PE9 2PA

First meeting at adviser's own cost

Response rating

7.0/10

15th October 2018

Chartered Financial Planners offering independent, whole of market sourced solutions and a valued on-going review service.

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Expatriate finances
- Rest of world
Financial planning
- Wealth management
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Long term care
- Long term care

Meet our advisers

Lisa Shepherd

Financial Planner

Qualifications & Accreditations Hide qualifications

Dip PFS - Personal Finance Society Diploma (PFS)

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Where to find us

14 All Saint's Street, Stamford, Lincolnshire, PE9 2PA

About us

Established in 1994, and part of the Duncan & Toplis Chartered Accountants group of companies Castlegate Financial Management has seven 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.

Compliance

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

We can advise you on

Investments
- Ethical investments
- Investing for income
- Investment trusts
- ISAs
- OEICs
- Offshore investments
- Socially responsible investments
- Unit trusts
Insurance & protection
- Critical illness
- Income protection insurance
- Life insurance
Business
- Corporate pension
- Employee benefits
- Group critical illness
- Group income protection
- Group life insurance
- Group pensions
- Group private medical insurance
- Group protection
- Group risk
Pensions & retirement
- Annuity purchase
- Auto enrolment
- Pension consolidation
- Pension drawdown
- Pensions & divorce
- Pensions & retirement planning
- Pensions review
- Pensions transfer
- Sipps
- Stakeholder
Tax & trust planning
- Capital gains tax
- Estate planning
- Income tax
- Taxation planning
Expatriate finances
- Rest of world
Financial planning
- Wealth management
Savings
- Lump sum
- National savings
- Regular savings
- Savings for children
- School fees planning
Long term care
- Long term care

Advice methods

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.

Contact options

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