At Castlegate we are dedicated to providing a high quality personal service and tailored wealth solutions. See what our clients have to say about their experiences…
Mr N Rudolph
“One of the things I really like about Castlegate is that you and your colleagues have never pushed me into doing something I don’t want or need. On the contrary, your advice has always been something I can trust.”
Mr J Campion
“I have always found Castlegate to be knowledgeable, helpful and trustworthy in providing pension, insurance and savings advice to me over a number of years. Financial services was an area where I found it difficult to get straight answers until I started talking with Castlegate. Castlegate have given me the confidence to trust their advice as it’s proven to be correct over the many years they have been helping me. Over the last 18 months they have been especially helpful during my house move in arranging insurance with online and telephone support where we couldn’t meet face to face. It’s been seamless and convenient, a real winning way of working.”
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 T Burfield
“Nicola Brown of Castlegate has been extremely professional and helpful in assisting me in answering the many pension questions that I had. Castlegate have been supportive in their approach and the way in which they treated me as a client. They listened to my requirements, investigated and reviewed my circumstances and advised me very well. Castlegate responded to all of my questions very efficiently and kept me informed at all times in a clear and easy to comprehend manner. I am very happy with the work that Castlegate did 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 D Maclaren
‘I’m very grateful and value what you do for me”.
Mr A & Mrs V Trumper
“With expertise such as this we could certainly recommend Castlegate to anyone wishing to seek financial advice.”
Mr M Day
“I would recommend Castlegate Financial Management for their guidance and expertise in the process of recommending an appropriate investment product.”
Mrs K Wright
"Nicola is friendly, professional and knowledgeable and not at all pushy. She has given useful advice on pensions and life insurance and has answered any queries promptly. We have had virtual appointments which have worked well and saved time. I would recommend Nicola to anyone needing financial advice and planning support."
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."
Mrs L Horberry
Castlegate was recommended to me in 1994/1995. Over the intervening years and with different advisers I feel secure in the knowledge that my affairs are in capable hands. Standout thoughts: grateful that my present adviser comes to see me at home in Retford whenever I need an explanation or some reassurance about a product I have. Certainly five stars to Castlegate.
Mr Henry K
"I am entirely happy with the service provided by Castlegate."
Mr D & Mrs B Edwards
"Our initial impression is that Castlegate is a first-class company to deal with and all the people we come into contact with couldn’t be more helpful. During our meeting we were so impressed by the way our individual needs were understood and taken into account. The subsequent advice was exactly in line with what we were hoping for. I think for me what stood out was the extensive knowledge Adam has answering all our questions which gives us complete trust in Castlegate looking after our interests."
S & P Morris
"From the very first day we arrived at your office we were both struck by the friendly approachable atmosphere and staff. Heather has been amazing, so patient and knowledgeable. Heather has guided us through the financial stepping stones, always listening to our needs and happy to answer our endless questions with professionalism and empathy. We have both said many times, we could not have done this process without Heather. Heather and the Castlegate team have exceeded our expectations and enabled our retirement without worry."
1
1
