Castlegate Financial Management - Grantham

Castlegate Financial Management

Address: 8 Castlegate, Grantham NG31 6SE, United Kingdom.

Phone: 1476855585.

Website: casfin.co.uk.

Especialidades

Financial planner, Financial consultant, Investment service.

Otras características

Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible toilet, Toilet, Appointments recommended, On-site parking.

Opiniones

This company has 29 reviews on Google My Business.

The average opinion is 4.9/5.

Características

Castlegate Financial Management es una empresa que ofrece servicios de planificación financiera y consultoría financiera. Su ubicación en Grantham, Reino Unido, la hace accesible para los residentes y visitantes de la zona.

La empresa cuenta con un equipo de expertos en finanzas que ofrecen servicios personalizados y adaptados a las necesidades de cada cliente.

Se destaca por su profesionalismo y dedicación a la satisfacción del cliente, como se menciona en las opiniones positivas.

Los clientes valoran la disponibilidad de la empresa para ofrecer servicios en línea y en presencia, así como la accesibilidad de su estacionamiento y baños para personas con discapacidad.

Recomendación

Para aquellos que buscan servicios de planificación financiera y consultoría financiera en Grantham, Castlegate Financial Management es una opción recomendable. Su compromiso con la calidad y la satisfacción del cliente, junto con su profesionalismo y experiencia, la convierten en una elección confiable para cualquier necesidad financiera.

👍 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

Jeffrey N.

5/5

Washingborough Hall, Lincoln was an excellent venue for our Celebratory Christmas meal. The Hall dealt most professionally and competently with the 160 or so guests and to a very high standard. All attending appeared to share this opinion. Would highly recommend.

Chris H.

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 E.

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.

Lisa G.

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.

Jane K.

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.

Peter S.

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.

Caroline T.

5/5

Superb financial advisors, Heather Hodson is so professional, approachable and knowledgeable. She has been brilliant with my pension arrangements.