Financial Adviser Newark

Newark financial advisers

Are you looking for help with your pension, investments or another area of financial planning from a specialist in Newark? At Castlegate, our team has spent over 25 serving the East Midlands and clients within its towns – including Grantham, Lincoln and Newark. Whether you are looking for help with a specific financial planning need (e.g. protection) or need help tying the various aspects of your plan together, we are here to help.

Newark is a beautiful, historic town with people from many walks of life. Almost all are looking to achieve a specific set of goals for their future. Maybe this is building a fund which allows them to retire early and travel the world. Or, maybe someone wishes to be mortgage-free and achieve financial independence as soon as possible. There is no “one-size-fits-all” financial plan; only people with dreams and goals. At Castlegate, we help you identify these goals and construct a realistic plan to achieve them.

We cover a wide range of financial planning areas including pensions, estate planning (IHT, or inheritance tax), protection, tax planning, planning for long term care and helping business owners with financial planning. We also offer wealth management for those with complex asset bases who need a knowledgeable, steady pair of hands to optimise and help everything over the years – allowing you to focus on the things in life that you enjoy.

Ultimately, our goal at Castlegate is to help you make wiser decisions with your money – so that you can use it best on the things that matter. If you are based in or around Newark and would like to speak to a financial planner about how you can do this, we would love to hear from you. Get in touch to arrange a free, no-commitment consultation with our team, today.

Who are Castlegate?

Castlegate is a team of financial planners based across Lincolnshire – covering towns such as Grantham, Newark and Skegness. Since 1994, we have served clients across the area and come to attain the status of Chartered Financial Planners; widely seen as the “gold standard” in the UK’s financial planning space. This means that you not only can speak to a financial adviser conveniently, but also attain leading insight and help which is not readily available elsewhere.

If you would like to talk to us about your financial planning needs, we would love to have that conversation with you. Get in touch to arrange a no-commitment consultation, at our expense.