1. Home
  2. breadcrumb-arrow
  3. Find an adviser
  4. breadcrumb-arrow
  5. East Midlands
  6. breadcrumb-arrow
  7. Lincolnshire
  8. breadcrumb-arrow
  9. Skegness
  10. breadcrumb-arrow
  11. Castlegate Financial Management Limited

Castlegate Financial Management Limited

Independent Financial Adviser  27 - 29 Lumley Avenue, Skegness, Lincolnshire, PE25 2AT
check
FCA authorised
Last authorised 25th January 2021
Chartered Financial Planners offering independent, whole of market sourced solutions and a valued on-going review service.
We can advise you on
check
Annuity purchase
check
Auto enrolment
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Life insurance
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Rest of world
check
Corporate pension
check
Employee benefits
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Long term care
Meet our advisers
Peter Normington
Financial Planner
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.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Adviser unavailable
This adviser is currently out of office and not available for contact

Similar advisers near you

Jacob Wright - Alexander House Financial Planning Ltd
Restricted - whole of market 10.38 mi
Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
 
See profile
Iceni Financial Advisers Ltd
Independent Financial Adviser 18.9 mi
We are professional, friendly and helpful. We are passionate about helping our clients achieve their financial goals.
 
See profile
F H Manning Financial Services Limited
Independent Financial Adviser 19.3 mi
We listen, you prosper.
 
See profile
Flying Colours
Independent Financial Adviser 20.71 mi
Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of independent advice.
 
See profile

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Access to and use of this online IFA directory is subject to unbiased.co.uk website terms and conditions and privacy policy.