Financial Adviser Lincolnshire: Dedicated Personal Service and Tailored Wealth Solutions

When looking for a financial adviser, many people seek recommendations from friends, family or colleagues. Unless they have been with the adviser for years it can be hard to determine if the advice was any good, as it can take years for the advice to pay off. It is always a good idea to try to find a local financial adviser, someone you can meet with face to face and build a good relationship with, after all you are trusting them with your financial future.

At Castlegate Financial Management, a leading financial adviser firm in Lincolnshire and across the East Midlands, we pride ourselves on our capabilities and passion for the highest quality service, which helps us to deliver a dedicated personal service and tailored wealth solutions to our clients. We listen to your needs, and offer clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

Forming a personal relationship with your financial adviser is key when planning your financial future. Whatever your financial requirements, be they corporate or personal affairs, Castlegate offer fully Independent Advice from our team of experienced financial advisers in Lincolnshire and across the East Midlands.

We provide sound financial advice on all aspects of financial planning including:

Life Assurance

The main purpose of Life Assurance is to provide money for those people who may depend on you financially, in the event that something should happen to you. These people could include family members or business partners. A Life Assurance policy pays out a sum of money when the person who is covered by the plan dies.

Inheritance Tax

It is often easy to dismiss inheritance tax (IHT) as something that may not affect you as your property may not be over, the IHT threshold. However, with all your other assets, such as investments, life cover, bank accounts, as well as physical property such as cars, furniture and family heirlooms, many estates are considerably over the threshold without the individuals being aware of it.

If you are looking for a financial adviser in Lincolnshire or the surrounding areas, please do not hesitate to get in touch to talk about the most appropriate financial products for your personal circumstances.

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Who are Castlegate?

Castlegate Financial Management is one of the leading independent financial advisers in Lincolnshire.

Operating from its head office in Grantham it serves clients across the region, meeting with clients at their homes, business premises or at its sister business unit sites across the East Midlands.

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. Our services are available from 11 offices covering Lincolnshire, Leicestershire and Nottinghamshire to provide help and guidance to clients, irrespective of circumstances.

Whatever your financial requirements, be they corporate or personal affairs, Castlegate Financial Management offer fully independent advice from our team of experienced advisers.

The Castlegate Lincolnshire financial advice team

If you are looking for independent financial advice in Lincolnshire or the surrounding areas, please do not hesitate to get in touch to talk about the most appropriate financial products for your personal circumstances.