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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.
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Adam Thompson
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Adam Thompson
Financial Planner
Adam joined Castlegate after graduating from university in 2015 and now works as a Financial Planner, advising in all aspects of both personal and corporate financial planning and attending Castlegate’s Operations Board. Adam has achieved the Diploma in Regulated Financial Planning from the Chartered Insurance Institute and is currently working towards Chartered Financial Planner status. Outside of work, Adam enjoys playing sport and is an avid cricket fan.
Email: adam.thompson@casfin.co.uk
Financial Planner
Adam joined Castlegate after graduating from university in 2015 and now works as a Financial Planner, advising in all aspects of…
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.
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