Financial Planner Spalding

Welcome to Castlegate.
A Team of Chartered Financial Planners serving 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.

Meet The Team View All

Becky Womble

Financial Planner

Becky joined Castlegate in 2023 with 12 years of financial services experience. Becky originally started in the industry as…

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