Castlegate Financial Management Limited

Independent Financial Adviser The Gables, Bishop Meadow Road, Loughborough, Leicestershire, LE11 5RE
FCA verified
8th July 2019
Chartered Financial Planners offering independent, whole of market sourced solutions and a valued on-going review service.
We can advise you on
    • Employee benefits
    • Group pensions
    • Group protection
    • Rest of world
    • Wealth management
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Socially responsible investments
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Lump sum
    • Regular savings
    • Long term care
Meet our advisers
adviser-person
Tom Munday
Financial Planner
Where to find us

The Gables, Bishop Meadow Road, Loughborough, Leicestershire, LE11 5RE

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 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!

Advice methods
  • icons
    Face to face
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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