Castlegate Financial Management Limited

Independent Financial Adviser 15 Chequergate, Louth, Lincolnshire, LN11 0LJ
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th July 2019
Chartered Financial Planners offering independent, whole of market sourced solutions and a valued on-going review service.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Rest of world
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Peter Normington
Financial Planner
Where to find us

15 Chequergate, Louth, Lincolnshire, LN11 0LJ

Make an enquiry
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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Compliance

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

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