Financial Adviser Boston

Welcome to Castlegate.
Providing Clients in Boston with Timely Financial Planning & Advice.

Boston financial advisers

Are you based in Boston, or one of its surrounding areas, and need a financial adviser to help with a key issue you are facing? At Castlegate, we have spent over 25 years helping families, individuals and businesses craft successful plans, helping them achieve their goals.

Starting from our main office in Grantham, over the decades we have expanded across the Midlands to serve financial planning needs across the region – including Boston, Stamford and Skegness. Whether you need help with a pension, investment portfolio or other key financial planning matter, our experienced and friendly team can help.

Taking the first step to speak with a financial adviser can be a hurdle for some people. Here at Castlegate, we try to make the process as easy, simple and hassle-free as possible. Simply enjoy our educational financial planning content to find out more about us. Or, if you are ready to start a no-commitment conversation, get in touch with us for a free meeting.

Our team is very approachable, having worked with many clients across Boston over the years. We have also invested our time in becoming Chartered Financial Planners to demonstrate our commitment to excellence. This is widely seen as the “gold standard” in our profession.

Perhaps need to speak to an expert about a particular financial planning matter, such as a lost pension. Or, maybe you need “holistic” advice – bringing all aspects of your wealth and finances under a common strategy and set of objectives. Whatever your needs, we can assist.

We would love to hear from you if you are ready to speak to a professional about your financial situation and goals. Please contact us to arrange a free, no-commitment consultation (over the phone, video call or face-to-face) to start a conversation.

Who are Castlegate?

Castlegate has spent over 25 years building a reputation for high-quality financial planning in Grantham, Lincoln and the wider region. We operate from 11 offices in the Midlands, 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

Adam Thompson

Financial Planner

Adam has worked in the financial services sector since graduating from university in 2015. Starting out as an Administrator…

Read More

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 J Kirk

“Thank you for looking after our investments, your help has been much appreciated.”

 

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.”

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 adviser in Boston or the surrounding areas, speak to an adviser today on 01476 855 585 or book a consultation below.