Planning for tomorrow, today.
Local Financial Advice
View our servicesChartered Financial Planners
Our capabilities and passion for the highest quality service mean you can enjoy the best of both worlds – dedicated personal service and tailored wealth solutions.
Find out more
Meet The Team View All
Heather Hodson
×
Heather Hodson
Chartered Financial Planner
Heather joined Castlegate in 2004 and is one of the firm’s longest serving Financial Planners. Heather holds the Advanced Diploma in Financial Planning from the Chartered Insurance Institute and advises in all aspects of personal and corporate investment and protection, together with retirement and tax planning. Heather was the inaugural winner of the Duncan & Toplis Group’s Client Champion Award in 2024, owing to her excellent client care and service. Heather lives locally, has a keen interest in baking and enjoys travelling.
Email: heather.hodson@casfin.co.uk
Chartered Financial Planner
Heather joined Castlegate in 2004 and is one of the firm’s longest serving Financial Planners. Heather holds the Advanced Diploma…
Read More Your Adviser, Your Way
Financial advice is always personal. Choose to speak to an adviser in person at your home, our offices or on a video call. Get in touch today on 01476 855 585, or visit our contact page.
Castlegate Financial Management is a well established independent financial advisory business that has achieved chartered status.
Operating from its head office in Grantham, Castlegate is proud to have now spent 30 years serving clients across the region, meeting with clients at their homes, business premises or at unit sites of its sister businesses across the East Midlands.
Our services are available from 11 offices covering Lincolnshire, Leicestershire and Nottinghamshire to provide help and guidance to clients, irrespective of circumstances.
Our capabilities and passion for the highest quality service mean you can enjoy the best of both worlds – dedicated personal service and tailored wealth solutions.
Whatever your financial requirements, be they corporate or personal affairs, Castlegate Financial Management offers fully independent advice from our team of experienced advisers.
Latest from Castlegate…
The team at Castlegate Financial Management embraced the festive spirit by taking part in Christmas Jumper Day, sporting their brightest and boldest jumpers in support of a wonderful cause. This year proceeds have been donated…
We are thrilled to announce that Laura Geeson, one of our incredible team members, has been awarded the inaugural Duncan & Toplis Group Community Impact Award. At Castlegate, we pride ourselves on our community engagement…
A new year is the perfect opportunity to reflect on what has passed, celebrate accomplishments, and plan for the future. At this time, many people are more motivated to get organised and pursue their goals….
Capital gains tax (CGT) has come under the spotlight again. The 2024 Autumn Statement confirmed an increase in the rates for non-property asset disposals. Moreover, we have witnessed a repeated fall in the tax-free CGT…
