Financial Planner

Join our leading financial planning team in Lincolnshire Are you looking for an exciting role in a thriving financial planning business in Grantham, Lincoln or its surrounding towns? At Castlegate, we are always on the watch for experienced financial planners who can help us continue to excel in our service to clients.As a Chartered business, we have carefully built a reputation for excellence in the area. We are deeply committed to client satisfaction and continuous improvement. By including more talented individuals in our team, we hope to make even more of a difference to the lives of our clients.Our financial planning jobs in Lincolnshire offer a range of benefits including career growth opportunities, a chance to build meaningful relationships with clients and staff, a collaborative work environment and a healthy work-life balance.The key job requirement is to competently provide regulated financial advice to clients. You must possess the relevant qualifications and possess excellent communication, interpersonal, presentational and relationship-building skills.At Castlegate, we are an experienced team of financial planners based in our main office here in Grantham – with offices in 11 total locations across the Lincolnshire region. Many of our financial planners have achieved chartered status, which is widely regarded as the top qualification that a financial planner can attain.This means that our clients in Grantham not only have access to a local financial professional (for convenience), but also some of the best financial advice available in the UK. This does not detract from our personal service, however. Our team is commended for its friendliness, approachability and emphasis on building trusting relationships.I enjoy working with clients to help them achieve financial peace of mind and security for themselves and their families. Many people work and save hard, but don’t always know if they are on the right path or if they will be able to achieve their goals. They may also have worries about what might happen if things go wrong and can be unsure how to plan and protect themselves against this.I enjoy working with the client to produce cashflow models to provide them with a pictorial view of what their future may look like, the impact of unforeseen circumstances, and how they can negate the risk of these. My favourite part of the job is seeing the change that the implemented planning makes to the client’s confidence, mental wellbeing and lifestyle.Chartered StatusCastlegate Financial Management is a well established independent financial advisory business that has achieved chartered status.Watch our new video and discover how financial planning works, and how it helps you preserve and grow your wealth…Mr M Crush “I am extremely grateful for all your help, your professional advice and your follow-up; all of which made this transfer of funds so swift and efficient.” Mr M Day “I would recommend Castlegate Financial Management for their guidance and expertise in the process of recommending an appropriate investment product.” Mr A & Mrs V Trumper “With expertise such as this we could certainly recommend Castlegate to anyone wishing to seek financial advice.”
‘I’m very grateful and value what you do for me”. Mr W & Mrs S Oakes “We are pleased with the advice and action you provided last year and the resultant benefits for the pension plan.” Mr S Weedon “I called on Castlegate Financial Management to guide me through my investment options when I retired. I was delighted with their very professional and thorough service.” Mrs J Kirk “Thank you for looking after our investments, your help has been much appreciated.” Mrs I Morland “Thank you for your support and advice over 20+ years. It’s always been a comfort to know you have been at the other end of the phone.” Mr M Crush “I am extremely grateful for all your help, your professional advice and your follow-up; all of which made this transfer of funds so swift and efficient.” Mr M Day “I would recommend Castlegate Financial Management for their guidance and expertise in the process of recommending an appropriate investment product.”
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.
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If you are looking for a financial adviser in Grantham, Manthorpe or the surrounding areas, speak to an adviser today on 01476 855 585 or book a consultation below.Castlegate Financial Management Limited is registered in England No. 2077374. Registered Office: 8 Castlegate, Grantham, Lincolnshire. NG31 6SE. Authorised and Regulated by the Financial Conduct Authority. FCA No. 169777.The guidance and/or advice contained within the websiteis subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves.To contact the Financial Ombudsman Service please visitwww.financial-ombudsman.org.uk .Castlegate, and its advisers, are part of the Chartered Insurance Institute – a professional institute granted its title and established in the UK. Further details, including the rules and ethics Castlegate has undertaken to adhere to,can be found at www.thepfs.org .Registered Address: Castlegate Financial Management Ltd, 8 Castlegate, Grantham, Lincs, UK, NG31 6SE.Registered in UK, No: 2077374. UK VAT Registration Number: 253143824
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