Financial Adviser Leicester

Welcome to Castlegate.
Quality independent financial advice in Leicester.

Leicester financial advisers

With over 350,000 people living in the Leicester area, there are many people looking for help with their wealth and finances. Perhaps you are looking for help with your pension(s) – needing advice on how to manage or consolidate multiple pots. Maybe you need advice on how to best invest a sum of money you recently came across (such as an inheritance). It could be that you are a young person wondering how to build your asset base wisely so that you can, one day, afford a house and support a growing family.

Here at Castlegate, Leicester is close to our heart and our financial planners are passionate about helping people in the area to achieve their financial goals. Whether you live in the city centre or a surrounding area such as Enderby, Wigston, Oadby, Glenfield or Thurmaston, our team is at-hand to discuss your needs and provide clarity to your pressing questions.

Together, our team offers a wide range of financial planning services including financial protection, estate planning (e.g. inheritance tax), tax planning, investment planning and help with retirement planning. We can also assist business owners and directors with setting up a sensible financial plan to help the business weather hard times, shield itself from unfortunate events (e.g. a key person’s death) and set it on a course for greater growth and profitability.

Who are Castlegate?

Castlegate is a financial planning business with its central office in Grantham, Lincolnshire. Over the last 25 years (we first began our journey in 1994), we have expanded to many neighbouring towns and regions including Nottingham, Lincoln and Leicester. In that time, our experience and competence has also grown to the point where we now hold Chartered status – the recognised “gold standard” of financial planning in the UK.

We believe strongly that high-quality financial advice should be readily-available to local people. Here in the East Midlands, we have gradually made that dream more of a reality as our client base has grown in the area. If you want to speak to a friendly (and knowledgeable) face about your financial situation and goals, then we would love to start a conversation with you. Get in touch to arrange a free, no-commitment consultation to find out how we can help.

Meet The Team View All

Becky Womble

Financial Planner

Becky joined Castlegate in 2023 with 12 years of financial services experience. Becky originally started in the industry as…

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