Castlegate Financial Management - Grantham

Castlegate Financial Management, located at Address: 8 Castlegate, Grantham NG31 6SE, United Kingdom, is a reputable financial firm that offers a range of services to its clients. With a phone number: 1476855585 and a user-friendly website at Website: casfin.co.uk, this company has made it easy for potential clients to reach out and inquire about their services.

One of the key specialties of Castlegate Financial Management is their role as a financial planner. They work closely with clients to understand their financial goals and develop a customized plan to help them achieve those objectives. As financial consultants, they provide expert advice on a wide range of financial topics, from retirement planning to investment strategies. Their investment services are designed to help clients grow their wealth and secure their financial future.

Castlegate Financial Management prides itself on providing exceptional on-site services. They understand that every client is unique, and they strive to provide personalized attention and support. Their team of experienced professionals is dedicated to helping clients make informed financial decisions and achieve their goals.

The company's location at 8 Castlegate, Grantham NG31 6SE, United Kingdom, is convenient and accessible. They offer wheelchair accessible parking and restroom facilities, making it easy for clients of all abilities to visit their offices. Additionally, they offer online appointments, allowing clients to schedule consultations and meetings at a time that is convenient for them.

Castlegate Financial Management has received numerous positive reviews from clients, with a average opinion of 4.9/5 based on 28 reviews on Google My Business. This is a testament to their commitment to providing exceptional service and support to their clients.

Reviews of Castlegate Financial Management

George P

5/5

I've been a Castlegate customer for a few years now. The regular and consistent service and advice I receive from them is always very professional and tailored to suit my specific needs and requirements. My advisor, Heather, has always been on hand to offer advice and solutions to any queries I may have. I feel Castlegate value my custom and I value their professional expertise. I look forward to our continuing our working relationship for many years to come. If you're seeking professional financial advice, personally or professionally, be sure to get in touch with them. Many thanks, G

Chris Hartnoll

5/5

I have been dealing with Heather Hodgson at Castlegate for many years.
I have always found her to be well-briefed before our (mostly telephone) meetings, well informed, up to date and unfailingly efficient - no progress chasing required.
Highly recommended.

Simon Enstone

5/5

Castlegate Financial Management Ltd took great care in understanding our financial situation and future expectations and prepared a comprehensive plan. Adam was always quick to answer any questions and went above expectations in terms of clearly and simply explaining the options available. Highly recommended.

Jane Knight

5/5

We cannot fault the services we have received from Castlegate and in particular from Heather. Great advice, guidance, and always on hand to offer help. We thoroughly recommend them.

Lisa Gray

5/5

I have worked with Heather Hodson for several years on behalf of a mutual client for whom we manage a personal injury trust. Heather has been of huge support and assistance during a very tricky period and her advice has been greatly appreciated.

Peter Stokes

4/5

Customer of Duncan and Toplis and introduced to Castlegate by them. Reorganised my old personal pension around 20 years ago which had done nothing for years. Happy with the result and have some other funds invested via them. They are easy to deal with and responsive. My view would be that they are a safe place to trust your money and to expect a fairly conservative view on investing. Fees are ok, probably around average for the market.

Eilidh Gudgeon

5/5

Very professional, friendly and helpful. Everything explained clearly and put at ease during annual review meetings, leaving you feeling like everything is being managed well in capable hands.

David Hallam

5/5

Having worked with Castlegate for a few years now I find them great to work with and thoroughly professional. Working together we are achieving some of my financial goals.