Financial Adviser Stamford

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

Stamford financial advisers

Are you based in Stamford, Lincolnshire and need help with your wealth or finances? Perhaps you have a pressing issue with your pension that needs resolving (e.g. consolidating multiple pots). Or, maybe you have many areas of financial planning which need addressing at once – such as your pension, estate plan (inheritance tax) and financial protection. At Castlegate, our team of dedicated financial advisers is here to help.

Over the last 25 years, Castlegate has expanded from its initial roots in Grantham to serve the wider areas of Lincolnshire – including Newark, Lincoln, Skegness and Stamford. Our belief is that excellent financial planning and advice should be readily-available to people across the East Midlands. This means that, for those based in the region, a Castlegate team member is almost certainly always nearby to provide insight, guidance and a listening ear.

Our services in Stamford cover a wide range of financial planning areas. These include help with pension planning – such as pension transfers, tracking down old schemes and getting the most from your State Pension. We can also assist with investment planning and also wealth management for those with complex estates. In addition, we offer protection planning, tax planning and even financial planning for business owners and directors.

Ready to start a conversation with a friendly team member? Talking is free. Get in touch to speak with us and – if suitable – arrange a no-commitment consultation, at our expense.

Who are Castlegate?

Castlegate is an experienced financial planning business with offices across Lincolnshire such as in Grantham, Lincoln and Stamford. Our team has achieved the rare distinction of Chartered status, which is recognised by professional bodies as the highest qualification in the world of financial planning. At Castlegate, therefore, you have access to a team in the East Midlands which is highly competent and knowledgeable to help with your financial planning needs.

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

Lucy Guinness

Financial Planner

In early 2023, Lucy became a member of the Castlegate team, contributing technical support and conducting research for our team…

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.