Financial Planner Spalding

Spalding financial planners

At Castlegate, our team is dedicated to helping clients in Spalding and the wider Midlands achieve their financial goals. Starting from our main office in Grantham, we have grown to other key locations such as Spalding, Lincoln and Boston.

We believe that people in the Midlands should have access to high-quality financial planning and advice. Whatever your profession or background, we can assist with many key areas like pensions, investments, savings, inheritance tax and more.

Our Chartered status is a key differentiator for us, setting us apart as a team with the highest professional standards in our profession. Chartered status is only awarded to a select few firms which have demonstrated an ongoing commitment to clients and to improvement.

People in Spalding often approach us for help with a specific matter pertaining to financial planning, such as a pension issue or portfolio advice. We can assist with that, as well as with holistic financial planning – unifying all of your financial affairs under a common strategy.

If you are ready to start a conversation with a financial planner, then we would love to hear from you. We offer a free initial consultation to get to know each other, at our expense, meeting either face-to-face or remotely according to your preferences.

Who are Castlegate?

The Castlegate team has a strong history of providing financial planning and advice services to people in the Midlands over the last 25 years. We operate 11 offices across the region, including in key towns like Spalding. Our aim is to help households and businesses achieve their financial goals with the best possible planning, using reliable information and insights from a trusted professional. You can find out more about us here, on our website, by browsing our content of recent financial planning articles. Or, please get in touch to discuss your unique needs and objectives with us. We would be delighted for the opportunity.