Financial Adviser Lincolnshire

Welcome to Castlegate.
Serving Lincolnshire with leading independent financial advice.

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.

Meet The Team View All

Callum Tindall

Financial Planner

Callum joined Castlegate in 2023 and has worked in the financial services industry since 2017. Callum originally joined…

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