Castlegate Financial Management Ltd
Financial Planners
8 Castlegate, Grantham NG31 6SE
From Castlegate Financial Management Ltd
Independant Chartered Financial Advisers, specialising in wealth management, retirement planning, life assurance, employee benefits and estate planning.
Full services include, but are not limited to,
ISAs, bonds, investment trusts, unit trusts, cash flow forecasting, personal pensions, SIPPs, SSASs, key person protection, critical illness cover, private medical insurance, income protection, auto-enrolment, IHT mitigation, trust planning and family investment planning,
Contact Castlegate today for an initial consultation at our expense. Planning for tomorrow, today.
Other Information
Products and services: child trust funds, financial consultants, financial services, fsa regulated, income protection insurance, independent financial advisers, investment & trust companies, investment consultants, investments, life assurance & pension consultants, life insurance, pensions, tax, tax planning, Inheritance tax plannning and mitigation, Whole of market, Personal financial planning, Corporate financial planning, Retirement planning, Long term care planning, Trustee investment services, Self invested pensions planning, In-house self invested pension administration, New individual savings accounts, Junior individual savings accounts, Investments for children, Retirement options, Flexible pensions, financial planning
