At Castlegate Financial Management, a leading Independent Adviser in Newark 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.
Our personal service means we build relationships with our clients to understand their needs, their financial situation and their financial aspirations for the future and can advise on the best financial products to help them with financial planning and securing future financial security for themselves and their families.We provide sound financial advice on all aspects of financial planning including:
A good source of annual income in your retirement years is with an annuity. While recent changes to the rules of annuities and drawdown made them less attractive to some people, the government has confirmed that as of April 2017 pensioners will have the option to sell their annuities for a lump sum.
Before purchasing an annuity, it is a good idea to seek advice from a financial adviser as investing in the wrong annuity could result in a lower annual income.
There may come a time when, because you are incapable of managing your property and financial affairs or personal welfare, you will need someone to do this for you. You can formally appoint a friend, relative or professional to hold a lasting power of attorney that will allow them to act on your behalf.
It is far better to plan for the financial cost of paying for the long term care of an elderly relative, it is a difficult time for any family, but with a financial plan in place it will ease the burden of unexpected costs if and when the time comes. You may want to consider discussing lasting power of attorney and wills with elderly relatives while they are still healthy and able.
Castlegate Financial Management is one of the leading independent financial advisers in Lincoln.
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.