Financial Adviser Lincoln

Lincoln financial advisers

We love the East Midlands. Our team calls it home, and many of our clients hail from its towns including Lincoln, Leicester, Newark, Skegness and Grantham (our home office). Our belief is that excellent financial advice and planning should be readily available to local people. Here at Castlegate, we are here to assist Lincolnshire residents with their pension, investments, tax planning and wider financial planning needs.

Perhaps you are exploring the best way to achieve retirement in your 50s, so you can enjoy travelling the world with your spouse? Or, maybe you would like help building up your asset base and protection plan, so your family is shielded should hard times come your way? It may be that you wish to cover multiple aspects of financial planning, all at once. Regardless of your needs, our experienced team at Castlegate can help you unite these areas under a cohesive financial plan which aligns you towards your goals.

Our services also include wealth management for those with more complex finances, and who need help organising and managing things more efficiently (saving on needless tax). For those running businesses, we also offer dedicated financial planning to help you steer the finances of your venture more prudently. If you need help setting up key person protection, for example, we can assist with this.

Financial advice in Lincoln

We are Lincolnshire-based financial advisers with a strong passion to help people in Lincoln, Grantham and further afield make better decisions with their finances. Our team started in 1994 in Grantham, and since then we have grown to serve clients in other nearby locations such as Nottingham, Newark, Leicester and Lincoln.

In that time, we have also attained the rare status of Chartered Financial Planners – which is recognised as the “gold standard” for financial planning in the UK. At Castlegate, therefore, you not only can access a friendly local face when in need of financial advice. You can also have confidence that you are in very capable hands.

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.