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. Heather has been with the firm since 2004 and during this time has achieved Chartered Financial Planner status. Heather is an Independent Financial Adviser and deals in all aspects of personal and corporate investment and protection, along with pensions and tax planning.
Heather lives locally and has a keen interest in baking, and enjoys traveling. Heather is an. Watch our new video and discover how financial planning works, and how it helps you preserve and grow your wealth. 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.
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. To find out more about our financial services, speak to an adviser today on 01476 855 585 or book a consultation below.
Heather lives locally and has a keen interest in baking, and enjoys traveling. Heather is an. Watch our new video and discover how financial planning works, and how it helps you preserve and grow your wealth. 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.
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. To find out more about our financial services, speak to an adviser today on 01476 855 585 or book a consultation below.
Services
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.
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.
At Castlegate Financial Management Ltd our aim is to ensure that you have the best possible advice when planning your financial future.
Throughout our website you will find a wealth of information on a variety of financial topics and useful tools to help you gain a better understanding of the complexities of personal financial planning.
Our contact details are listed on Contact Us page of our website, including our location map.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves.
Throughout our website you will find a wealth of information on a variety of financial topics and useful tools to help you gain a better understanding of the complexities of personal financial planning.
Our contact details are listed on Contact Us page of our website, including our location map.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves.
Financial Planning is, in essence, creating a route map to ensure you achieve your financial goals and financial security whatever uncertainties you encounter.
It involves making the most of your money and provides peace of mind.
The services we offer encompass all aspects of financial planning so you make the right decisions at the right time - it is not just about buying a financial product.
It involves a long-term term relationship which assesses your current situation, defines your objectives and creates a plan to meet them in a manner which you are comfortable with.
It involves making the most of your money and provides peace of mind.
The services we offer encompass all aspects of financial planning so you make the right decisions at the right time - it is not just about buying a financial product.
It involves a long-term term relationship which assesses your current situation, defines your objectives and creates a plan to meet them in a manner which you are comfortable with.
Wealth, just like your health, must be carefully preserved.
Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.
Whatever your level of wealth, there is nothing wrong in making the decision to prepare a risk aversion strategy.
Risk aversion is a reasonable and prudent strategy for anyone who is sure that they already have ample to provide for themselves and their family into the future.
There are plenty of ways of preserving wealth in real terms, protecting against most of the uncertainties that may threaten it and allowing you to sleep at night, but the unidentified risks are a far greater threat to your wealth than tax.
Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks.
Whatever your level of wealth, there is nothing wrong in making the decision to prepare a risk aversion strategy.
Risk aversion is a reasonable and prudent strategy for anyone who is sure that they already have ample to provide for themselves and their family into the future.
There are plenty of ways of preserving wealth in real terms, protecting against most of the uncertainties that may threaten it and allowing you to sleep at night, but the unidentified risks are a far greater threat to your wealth than tax.
That's pretty much the prospect, unless you make additional pension arrangements either by setting up a personal pension or by being part of a company scheme.
When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance or windfall, then you need to provide yourself with a secure income for the rest of your life.
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.
When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance or windfall, then you need to provide yourself with a secure income for the rest of your life.
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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