Financial Planner Loughborough

Welcome to Castlegate.
Chartered Financial Planners in Loughborough

Loughborough financial planners

At Castlegate, we have spent over 30 years offering bespoke financial planning solutions to people living in Loughborough and across the wider Midlands. Whether you need help with pension planning, taxes, investments or estate planning, we are here to help.

We strongly believe that local people should have access to excellent financial advice to help them make wiser decisions with their money. At Castlegate, our Loughborough financial advisers explain complex information so it is easy to understand – making the hard things simple without diluting our depth of strategic planning.

Our team in the Midlands is highly-qualified, holding Chartered status (the “gold standard” in UK financial planning). This gives our clients peace of mind that their financial plans are in safe hands – cared for by specialists who are dedicated to the highest professional standards.

Clients in Loughborough approach our financial advisers for many reasons. Perhaps they need help with a specific problem, such as consolidating their pensions or investing the proceeds of a business sale. Yet many choose to adopt our “holistic approach” to financial planning – i.e. joining together all parts of their financial lives including taxes, pensions and investments so that everything works cohesively towards a common goal.

We would be delighted to hear from you if you are based in, or near, Loughborough and want to speak to an expert about your financial plan. Get in touch to arrange a free, no-commitment consultation with a member of our team to explore your financial planning options, today.

Who are Castlegate?

Castlegate has spent over 30 years building a reputation for high-quality financial planning across the Midlands. We operate from 11 offices, providing guidance and insights to individuals, families and businesses who want to achieve their long-term goals. We are friendly, approachable, knowledgeable and committed to excellence. Get to know us by browsing our content and financial planning articles, here or on our website. Or, contact us if you would like to discuss your own needs and goals with a professional.

Meet The Team View All

Callum Tindall

Financial Planner

Callum joined Castlegate in 2023 and has worked in the financial services industry since 2017. Callum originally joined as a member of the paraplanning team and soon progressed into the Financial Planner role.
Callum holds the Diploma in Regulated Financial Planning by the CII and is currently working towards a PhD in International Politics from the University of Nottingham. In his free time Callum is a sporting enthusiast, following his hometown team of Kings Lynn Town FC.

Email: callum.tindall@casfin.co.uk

Chartered Status

Castlegate Financial Management is a well established independent financial advisory business that has achieved chartered status.

Financial Planning Video

Watch our new video and discover how financial planning works, and how it helps you preserve and grow your wealth…

 

Mr M Day

“I would recommend Castlegate Financial Management for their guidance and expertise in the process of recommending an appropriate investment product.”

 

Mr A & Mrs V Trumper

“With expertise such as this we could certainly recommend Castlegate to anyone wishing to seek financial advice.”

 

Mr D Maclaren

‘I’m very grateful and value what you do for me”.

 

Mr W & Mrs S Oakes

“We are pleased with the advice and action you provided last year and the resultant benefits for the pension plan.”

 

Mr S Weedon

“I called on Castlegate Financial Management to guide me through my investment options when I retired. I was delighted with their very professional and thorough service.”

 

Mrs I Morland

“Thank you for your support and advice over 20+ years. It’s always been a comfort to know you have been at the other end of the phone.”

 

Mr M Crush

“I am extremely grateful for all your help, your professional advice and your follow-up; all of which made this transfer of funds so swift and efficient.”

 

B Cunningham

"Castlegate have looked after my investment for over 20 years and I have always been happy with the service I received."

 

Mr Henry K

"I am entirely happy with the service provided by Castlegate."

Pensions & Investments

A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in your retirement.
Find out more

If you are looking for a financial planner in Lincoln or the surrounding areas, speak to an adviser today on 01476 855 585 or book a consultation below.

Book a consultation

Pension review