Description
Castlegate Financial Management Limited was established in 1994 to
provide Independent Financial Advice. CFM is wholly and beneficially
owned by Duncan & Toplis, Chartered Accounts and Business Advisers
of over 80 years. Our services are available from 8 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 offer fully Independent advice from our team of
experienced advisers.
At Castlegate Financial Management Ltd our aim is to ensure that you
have the best possible advice when planning your financial future.
Throughout our website you will find a wealth of information on a variety
of financial topics and useful tools to help you gain a better understanding
of the complexities of personal financial planning.
Our services include a review of your existing arrangements:
When was the last time you had a complete financial review?
As your personal circumstances change, there may well be a need
to update your current plans in order to establish adequate provision
for the future.
Milestones in life
There are so many issues to consider when planning one's financial
future, so here are a few 'milestones in life' to assist you.
Birth - starting school, university or college - starting work - change
of job - first home - getting married - starting a family - moving house
- change of location - redundancy - starting your own business - unexpected
windfall - divorce - illness - retirement - death
With personal circumstances changing from time to time it is important
to undertake a review your financial position to accommodate all of your
needs.
Pension planning
Personal Pensions, Company Pension Schemes, Stakeholder Pensions schemes,
Self Administered Pension Schemes, Unlocking/Transferring Deferred Pension
Benefits and Additional Voluntary Contributions (AVCs).
Investment planning & management
Investing for growth and/or income through Unit Trusts, Bonds, Offshore
Funds and Stocks and Shares.
Savings plans
Various schemes to plan for future requirements such as children's
education, wedding expenses, 18th or 21st birthday present, deposit on
a first home or any other purpose.
Annuities
Capital investment to purchase a guaranteed income.
Contacting us
On our website you will find enquiry forms to assist you, or you can
e-mail us with a general enquiry. Our contact details are listed on the
foot of each page of our website, including our location map.
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