Financial Adviser Lincolnshire

Lincolnshire financial advisers

Are you looking to plan for your retirement? Perhaps you need help mitigating a future inheritance tax bill, or help with optimising your taxes in the more immediate term? Here at Castlegate, our team of Chartered Financial Planners here in Lincolnshire exists to help people across the region to achieve their financial goals.

Our existing clients hail from many areas in and around the East Midlands including Alford, Horncastle, Market Rasen, Lincoln, Gainsborough, Grantham (where we are based) and Skegness. Many of them say that having a financial planner nearby is highly convenient – allowing easy meet-ups, when the need arises. This helps us to forge strong, lasting relationships with our clients where trust and even friendship is nurtured.

Maybe you have a specific financial planning need that you need addressing. Perhaps you need to discuss a range of issues and bring everything together under one cohesive financial plan. At Castlegate, we can assist in both cases. Our services range from pension planning to estate planning (IHT), wealth management, financial planning, protection planning (e.g. health and life insurance), investment planning and business financial planning services.

Financial advice in Lincolnshire

Castlegate Financial Management is one of the leading independent financial advisers in Lincolnshire.

Castlegate has been serving financial planning clients in Lincolnshire for over 25 years. We are one of the few businesses in the area with chartered status – widely seen as the “gold standard” in our sector. Our team is not only competent but friendly and approachable, bringing together fresh, innovative talent and years-long experience under one roof.

We also have connections with other key businesses related to our financial planning services – such as those offering accounting, wills and probate. This helps our clients in Grantham, Lincoln and elsewhere to find financial solutions quickly through our referral network. We are present in 11 offices across Lincolnshire including Newark, Stamford and Grantham.

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.