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Local Financial Advice
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Our capabilities and passion for the highest quality service mean you can enjoy the best of both worlds – dedicated personal service and tailored wealth solutions.
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Kevin Adlington
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Kevin Adlington
Financial Planner
Kevin has over 32 years of experience in financial planning and joined Castlegate in 2023, specialising in investment, pension, protection and estate planning. Kevin believes the key role of an adviser is to simplify financial services and products to enable clients to achieve their objectives and goals. Outside of work Kevin is an enthusiastic sportsperson and enjoys playing football and table tennis.
Email: kevin.adlington@casfin.co.uk
Financial Planner
Kevin has over 32 years of experience in financial planning and joined Castlegate in 2023, specialising in investment, pension…
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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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To find out more about our financial services, speak to an adviser today on 01476 855 585 or book a consultation below.
Castlegate Financial Management is a well established independent financial advisory business that has achieved chartered status.
Operating from its head office in Grantham, Castlegate is proud to have now spent 25 years serving clients across the region, meeting with clients at their homes, business premises or at unit sites of its sister businesses across the East Midlands.
Our services are available from 11 offices covering Lincolnshire, Leicestershire and Nottinghamshire to provide help and guidance to clients, irrespective of circumstances.
Our capabilities and passion for the highest quality service mean you can enjoy the best of both worlds – dedicated personal service and tailored wealth solutions.
Whatever your financial requirements, be they corporate or personal affairs, Castlegate Financial Management offers fully independent advice from our team of experienced advisers.
Latest from Castlegate…
Consolidating your pensions (“combining” them into a single scheme) can offer a valid way to streamline your retirement savings, potentially reducing fees and management hassle. However, the process of combining pensions is complex.
A general investment account (GIA) can be thought of a bit like a regular savings account, except you are putting your money into investments – e.g. bonds and shares – rather than cash. What makes a GIA different from other investment “vehicles,” such as ISAs and pensions?
According to Macmillan Cancer Support, someone is diagnosed with cancer every 90 seconds in the UK. Around half of us will get cancer at some stage, in some form. Given these numbers, it is understandable that many people wish to know how life insurance and cancer interrelate.
Bonds can be a powerful asset class to include in an investor’s portfolio. Yet how do they work, exactly? How do they relate to taxes, and what can you do to “shield” your returns (e.g. capital gains) as much as possible?
