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Adam Thompson
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Adam Thompson
Financial Planner
Adam has worked in the financial services sector since graduating from university in 2015. Starting out as an Administrator, Adam quickly moved into a Technical Analyst role and is now a qualified Financial Planner. Adam has obtained the Diploma in Regulated Financial Planning from the Chartered Insurance Institute and is currently working towards Chartered Financial Planner status. When Adam is not catching up on the sporting news or playing cricket for the village team in Welby, he will more than likely be found at the gym.
Email: adam.thompson@casfin.co.uk
Financial Planner
Adam has worked in the financial services sector since graduating from university in 2015. Starting out as an Administrator…
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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…
Interest in sustainable (or green) investing is on the rise in 2024. Over 50% of individual investors want to increase their allocations in “ESG-friendly” options next year (environmental, society and governance). Many are spurred by new climate science findings and the financial performance or diversification opportunities offered by green investments.
Divorce is widely regarded as the second-most stressful life event after the death of a spouse and marital separation (according to the Holmes and Rahe stress scale). The UK recently introduced “no-fault divorce” into the English legal system – taking some of the stress out of the “blame game”. However, the process is often still painful and complicated.
There is a lot of media attention on the upcoming Autumn Statement due on 30 October 2024. The Chancellor, Rachel Reeves, has confirmed that tax rises will be arriving in this budget. The question, of course, is which taxes will be targeted?
There is a famous adage: “Time in the market is better than timing the markets.” Yet, what does this mean? Is it true, and if so, why do investors still attempt the latter approach? Below, our Grantham financial advisers make the case for “time in” the markets. We hope these insights are useful. To discuss your own investments or financial plan with us, please get in touch to arrange a no-obligation financial consultation at our expense:
