Financial Planner Louth

Louth financial planners

Are you looking for expert financial advice in Louth or its surrounding areas? At Castlegate, we offer bespoke financial planning to individuals, families and businesses, helping them achieve their long-term goals.

Over the past three decades, clients in Louth (and beyond) have approached us to help with a wide range of financial planning needs. These include pension planning, inheritance tax (IHT) and estate planning, investing, tax planning and more.

Our goal is to empower local people in Louth along their financial journeys. Perhaps you worry about whether you have enough money to retire. Or, maybe, you are looking to pass down the best possible “financial legacy” to your loved ones after you die. Whatever your financial planning needs, our team is here to help.

Many clients want advice in a specific area, such as researching old pensions and (possibly) consolidating them into a single pot. Yet, we believe the best financial planning results typically emerge from a “holistic” financial plan. This unites all areas of your financial life under a single, cohesive strategy, ensuring that everything works towards a common goal.

Interested in speaking to a financial adviser in Louth? Get in touch to arrange a free consultation (no commitment required) and explore your options with an experienced professional.

Who are Castlegate?

We are experienced financial advisers with a strong presence in Lough. Yet, our offices extend beyond the local area to multiple locations in the Midlands, including Lincoln, Loughborough and our head office in Grantham.

Our team has accumulated over 30 years of experience as specialised financial advisers. We are proud to hold the status of Chartered Financial Planners, which is widely held up as the gold standard in our sector. This provides industry validation of our commitment to excellence and continuous professional development. You are in safe hands here at Castlegate.

Why Choose Us?

Our financial advisers are highly qualified and experienced in helping clients achieve their financial goals. However, do not just take our word for it. Here is what our clients have to say:

B Cunningham – “Castlegate have looked after my investment for over 20 years and I have always been happy with the service I received.”

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.”

Our Financial Planning Process

Getting started with the financial planning process at Castlegate is very straightforward and easy. It all begins with a conversation. This can be face-to-face, over the phone or by video call – whatever you prefer (your adviser, your way!).

During our first meeting, we get to know each other, asking each other questions and taking a closer look at your financial position. This conversation also opens the opportunity to discuss your financial goals and what it might take to move you towards them.

Assuming you are happy to proceed, the next step is for us to craft a detailed analysis and report of your position, your future goals and the gap between the two. We then meet again and discuss possible options to help you progress towards your dreams for the future.

Once we all agree on the way forward, our financial advisers and paraplanners put your plan into action. We do all the heavy lifting. Over time, we report back to you about how the plan is progressing and what can be done to keep you on track.