Planning for tomorrow, today.
Low Cost Investment Solutions
Looking to invest smarter? Discover our CMPS model portfolios – Active and Strategic ranges delivering success and value with low costs. Invest with confidence today.
Find our more
Meet The Team View All
Heather Hodson
×
Heather Hodson
Chartered Financial Planner
Heather joined Castlegate in 2004 and attends the firm’s Management Board as one of its longest serving Financial Planners. Heather holds the Advanced Diploma in Financial Planning from the Chartered Insurance Institute and advises in all aspects of personal and corporate investment and protection, together with retirement and tax planning. Heather was the inaugural winner of the Duncan & Toplis Group’s Client Champion Award in 2024, owing to her excellent client care and service. Heather lives locally, has a keen interest in baking and enjoys travelling.
Email: heather.hodson@casfin.co.uk
Chartered Financial Planner
Heather joined Castlegate in 2004 and attends the firm’s Management Board as one of its longest serving Financial Planners…
Read More Your Adviser, Your Way
Financial advice is always personal. Choose to speak to an adviser in person at your home, our offices or on a video call. Get in touch today on 01476 855 585, or visit our contact page.
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 30 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…
On “Liberation Day” (2 April 2025), US President Donald Trump unveiled a set of global tariffs on around 90 countries and regional blocs, including China and the EU. The news sent shockwaves across the media…
A new tax year is upon us (2025-26). From 6 April, taxpayers have the opportunity to take full advantage of their new allowances – helping to put more hard-earned income and investment returns back in…
President Trump has now announced his latest global tariffs. China was hit with a 45% rate on “Liberation Day” (2nd April 2025), with the EU now facing a 20% levy. The UK escaped the worst…
Have you ever heard of a “stealth tax”? This occurs when the government raises your tax bill, often without your noticing. In 2025, the most important stealth tax to UK households is arguably the freeze…
