At Castlegate Financial Management our aim is to ensure that you have the best possible advice when planning for your financial future. As a leading IFA in Lincoln, we offer independent financial advice across the East Midlands and we understand the importance of planning for your future, today.
When planning for your retirement it is important to remember that over the years your personal circumstances are likely to change, which is why it is imperative to undertake complete financial reviews at regular intervals to ensure you are adapting to changes. There are a number of milestones in life that can have an affect on your situation; such as moving house, relocation, redundancy, unexpected windfall, divorce or illness.
Our IFA in Lincoln will work with you to help you navigate the complexities of financial planning and will ensure that you are utilising the best financial products to help build a financially secure retirement.Typical financial products when planning for the future include:
A pension plan requires action as soon as possible, if you have already started, take the opportunity to have a closer look at your existing arrangements to make sure you are on track and have the best pension plan for your circumstances. 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.
Saving is perfect for people who don’t want to take any risks with their money, and most savings accounts have easy access or are for a fixed term. When someone talks about savings and saving money, it could be referring to a piggy bank on the mantelpiece or a high interest deposit account. Savings are effectively cash or cash instruments, such as deposit accounts and term bonds.
There are a number of different types of investment products out there such as endowments, ISAs and investment trusts. With many different types of savings and investments products available, it is wise to seek expert advice from and IFA which is tailored to your personal circumstances and helps you to understand the potential risks with each type of investment.
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.