Welcome to Castlegate.
A growing team of financial planners serving Lincolnshire.
Join our leading financial planning team in Lincolnshire
Are you looking for an exciting role in a thriving financial planning business in Grantham, Lincoln or its surrounding towns? At Castlegate, we are always on the watch for experienced financial planners who can help us continue to excel in our service to clients.
As a Chartered business, we have carefully built a reputation for excellence in the area. We are deeply committed to client satisfaction and continuous improvement. By including more talented individuals in our team, we hope to make even more of a difference to the lives of our clients.
Our financial planning jobs in Lincolnshire offer a range of benefits including career growth opportunities, a chance to build meaningful relationships with clients and staff, a collaborative work environment and a healthy work-life balance.
The key job requirement is to competently provide regulated financial advice to clients. You must possess the relevant qualifications and possess excellent communication, interpersonal, presentational and relationship-building skills.
For more information on our Lincolnshire financial planner roles, please visit our careers section.
Who are Castlegate?
At Castlegate, we are an experienced team of financial planners based in our main office here in Grantham – with offices in 11 total locations across the Lincolnshire region. Many of our financial planners have achieved chartered status, which is widely regarded as the top qualification that a financial planner can attain.
This means that our clients in Grantham not only have access to a local financial professional (for convenience), but also some of the best financial advice available in the UK. This does not detract from our personal service, however. Our team is commended for its friendliness, approachability and emphasis on building trusting relationships.
Meet The Team View All
Becky Womble
Financial Adviser
I enjoy working with clients to help them achieve financial peace of mind and security for themselves and their families. Many people work and save hard, but don’t always know if they are on the right path or if they will be able to achieve their goals. They may also have worries about what might happen if things go wrong and can be unsure how to plan and protect themselves against this.
I enjoy working with the client to produce cashflow models to provide them with a pictorial view of what their future may look like, the impact of unforeseen circumstances, and how they can negate the risk of these. My favourite part of the job is seeing the change that the implemented planning makes to the client’s confidence, mental wellbeing and lifestyle.
Chartered Status
Castlegate Financial Management is a well established independent financial advisory business that has achieved chartered status.
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.
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