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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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Carl Stephenson
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Chartered Financial Planner
Carl Stephenson
Chartered Financial Planner
Fellow of the Personal Finance Society
Carl has worked within the financial services industry for over 20 years and joined Castlegate in 2021, bringing a wealth of knowledge and experience from the investment, insurance and bancassurance sectors. Carl is both a Chartered Financial Planner and a Fellow of the Personal Finance Society. Carl aims to simplify the complex nature of financial services and enjoys nothing more than helping individuals make the right financial decisions towards their long-term planning. Outside of work, Carl enjoys spending quality time with his family and, when time allows, challenging himself on the tennis court and in the gym.
Email: carl.stephenson@casfin.co.uk
Chartered Financial Planner
Fellow of the Personal Finance Society
Carl has worked within the financial services industry for over 20 years and joined Castlegate in 2021, bringing a wealth…
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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