Wealth Management

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Wealth Management

October 8, 2019

Should You Put Your Home In Your Child’s Name? 3>

This content is for information and inspirational purposes only. It should not be taken as financial advice. To receive regulated, tailored financial advice regarding your situation and goals, please consult an independent financial adviser (IFA)…

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Wealth Management

September 20, 2016

A Guide to Wealth Management 3>

We can plan our lives, but events can happen that can turn our lives upside down. We can work with you to make sure you have a plan in place that ensures that you and…

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Castlegate Financial Management

Castlegate Financial Management Limited is registered in England No. 2077374. Registered Office: 8 Castlegate, Grantham, Lincolnshire. NG31 6SE. Authorised and Regulated by the Financial Conduct Authority. FCA No. 169777.

The guidance and/or advice contained within the website
is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves.
To contact the Financial Ombudsman Service please visit
www.financial-ombudsman.org.uk.

Castlegate, and its advisers, are part of the Chartered Insurance Institute – a professional institute granted its title and established in the UK. Further details, including the rules and ethics Castlegate has undertaken to adhere to,
can be found at www.thepfs.org.

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Should You Put Your Home In Your Child’s Name? 3>

A Guide to Wealth Management 3>

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