Castlegate financial

Operating from its head office in Grantham it serves clients across the region, meeting with clients at their homes, business premises or at its sister business unit sites across the East Midlands. To contact the Financial Ombudsman Service please visit. Financial Planning is, in essence, creating a route map to ensure you achieve your financial goals and financial security whatever uncertainties you encounter. Independent Financial Advisers. Each company is authorised and regulated by the Financial Conduct Authority.

The guidance and or advice contained within this website is subject to the UK regulatory regime and is therefore primarily targeted to customers in the UK.

Unlike most high street banks, Castigate treat their clients as individuals, taking the time to understand the client needs and requirements and therefore being able to provide a tailored solution. Castlegate Finance CastlegateFinance. Investing in equities means buying stocks and shares in companies listed on the stock exchange.

Financial services firm - Firms must be authorised to provide regulated products and services, including banking, investments, insurance, mortgages and other. He is a Chartered Tax Advisor, a Fellow member of the. You can add location information to your Tweets, such as your city or precise location, from the web and via third-party applications. An initial exploratory meeting is available without cost.

Join LinkedIn today for free. They provide investment management and financial advice to help individuals.

An annuity is a contract with an insurance company and a pension scheme member, the member uses some or all of their pension savings to receive an income. This service is produced. The State Pension is paid by the government when you reach State Pension age. The amount you receive is based on the National Insurance (NI) contributions made. Financial Adviser in Lincoln: Sound Financial Advice If you are looking for sound financial advice, then sourcing a professional independent financial adviser is key.

End of financial year: December. Category: Private Limited Company. The biggest UK address and postcode listing and search engine. The business has a status listed as active. It currently has one director.

AMPS Online Cookie Policy. One of these cookies is essential to the. CASTLEGATE FINANCIAL MANAGEMENT LIMITED is a Private Limited Company from LINCOLNSHIRE and has the status: Active.

A Stakeholder Pension (SP) is a type of Personal Pension Plan designed to provide an optional lump sum and income in retirement. When a relative dies, and leaves an estate worth more than £3200 families pay tax on a proportion of the money and property left to them within six months. Capital Gains Tax means you do not have to pay tax on gains from buying and selling shares or other investments during the tax year up to that amount.

As a leading IFA in Lincoln, we offer independent financial advice across the East Midlands and we understand the importance of planning for your future, today. Simon has jobs listed on their profile. See the complete profile on.

München und Umgebung, Deutschland. A whole of life policy is another policy which does exactly as it says. It covers you for the whole of your life. When the inevitable happens, providing the policy is.

An appointed representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. By keeping abreast of changes in legislation, we can help clients to make the most of the prevailing circumstances, whatever the financial climate. Every last detail is designed to reflect each client’s unique set of circumstances, and our services are tailored accordingly.