Financial Planner Skegness

Skegness financial planners

Are you seeking an experienced professional to help you develop your financial plan? Here at Castlegate, our financial planners in Skegness specialise in crafting bespoke strategies for local people across the Midlands. Whether you are looking to achieve a shorter-term goal – e.g., saving for private school fees – or a longer-term one, such as building a retirement fund, we can help.

Castlegate offers advice and guidance across a wide range of financial planning needs, such as pension planning, saving and investing, tax planning, estate planning and business financial planning. Our heart is to empower people in Skegness to achieve their full financial potential by making smarter decisions with money.

Perhaps you wonder how to achieve a comfortable, sustainable income in retirement. Or, you might want to build a stronger financial “safety net” for your household, using policies such as income protection and life insurance. We can assist with individual areas like these. In addition, we can bring everything together for you in a united, holistic financial plan – ensuring all areas work together effectively towards a common goal.

We strongly believe that excellent financial planning and advice should be available to people in Skegness and the wider Midlands, not just the City and South of England. This is partly why we have invested in ourselves to achieve the status of Chartered Financial Planners, signifying our commitment to professional development, high standards of conduct and client care.

Whatever your needs, our Skegness financial planners at Castlegate would love to discuss your options with you.

Who are Castlegate?

Castlegate is a team of experienced financial planners in Skegness, Lincolnshire and the wider Midlands. Our brand was born in the region and has operated for over three decades, growing to a presence in eleven offices. We work closely with professional partners to offer a comprehensive suite of financial services, allowing clients to access the services they need in one place.

We are proud to have achieved the rare status of Chartered Financial Planners in that time, setting us apart as professionals committed to the “gold standard” in our industry. You are in capable hands here at Castlegate, and in good company.

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.

Why Choose Us?

As Chartered Financial Planners, you can rest in the knowledge that our team is always striving for excellence and committed to ongoing professional development. You can also take comfort from what our current clients say about us, too:

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”.

Mr A & Mrs V Trumper – “With expertise such as this we could certainly recommend Castlegate to anyone wishing to seek financial advice”.

Our Financial Planning Process

How does it all work at Castlegate? Very simply, it begins with a personalised meeting – a free consultation where you can get to know us. This also allows us to understand your needs and background as a potential client, identifying the current challenges and goals you are facing.

With your agreement, we then move to a more in-depth analysis stage. Here, we go into great detail regarding your assets, liabilities, income and expenses to gain a clear picture of your current financial position and what it might take to reach your desired destination. We then come back to you with our findings to discuss different options to help you move forward.

Once we are all in agreement, our team implements your financial plan and reports on its progress. We schedule ongoing reviews to discuss your performance, any issues that may have arisen since we last spoke, and ideas for adjusting your strategy.