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Castlegate Financial Management

(23)

Wealth Management, Inheritance Tax (Iht), Pensions

“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...”

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Monument Financial Solutions

(23)

Insurance, Protection, Mortgages

“Mark has been invaluable to us with our recent Lifetime Mortgage application. We needed plenty of time and had so many questions answering and throughout the whole process he was totally patient and understanding. This is the first time we have take...”

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Advice on Care

“The information contained in this web site is for general information only and is not financial, investment or tax advice. It is also subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. If you would like to d...”

FAQs

How much do care fee annuities cost?

This is impossible to answer here as each one is individually priced and based on personal medical history and degree of care required as well as age and the amount of income required.

Can a care fees plan be purchased even after moving into a care home?

Q. My father aged 91 has now been in his care home for several years and is very happy where he is. I am now becoming concerned that his money will not last and I do not want to have to move him simply because his money runs out.

Can I take out an insurance that will meet my cost of care if I need in the future?

Q. My mother needed nursing care and I was astonished at the cost of it and I am now worried that if I need care my children will never inherit anything.

You can find more info on the FAQ page of our website.

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Watchorn Financial Services

“We provide independent financial advice including pension, savings, investment and Inheritance Tax planning.”

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Smart Money Solutions

(2)

“Excellent service. Excellent customers service. Made the whole process so very simple.”

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Additions Accountancy

“Additions Accountancy, Grantham Accountants - Grantham Accountants, Additions Accountancy is a customer oriented Accountancy and financial services firm with a competitive pricing structure and strong customer service ethos.”

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Raven Wealth

“Our staff have decades of experience building financial strategies for private individuals and companies alike. We put the needs of our clients first, working together to realise their financial goals. We aim to consistently provide quality independe...”

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3R Financial Services

(48)

Pension
Trust
Company

“We approached 3R Financial services to sort out my Personal Pensions and to release some capital to purchase a property. With the help and professionalism of the company we were able to invest in to the future. Thankyou 3R Financial services for your...”

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Pilot Fish

(18)

Team
Bridge Loan
Development Bank

“It has been great working with Rhys and Alice@pilotfishfinance. They have really been great and patient. Looking forward to working with them again in future 😀 …”

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Fiducia Group

(22)

Team
Information
Understand

“Excellent advice provided at all times. Very approachable and quick to respond to all requests for information. Pro-active in advising on any changes in rates, allowances etc which may impact on investments. Would not hesitate to recommend.”

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Riverglen Financial Associates

(10)

Protection, Retirement Planning, Care Fees Planning

“Its that time again where I needed to renew my mortgage deal as my fixed rate was coming to an end. I contact Matt at Reverglen for help. He listened to my requirments and he had a few good suggestions with my mortgage and within a few days I had agr...”

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Vanderweele Wealth Management

(17)

Mortgage
Knowledge
Questions

“Can't thank Alex enough for his help and knowledge with mine and the wife's pensions. Also with investments for ourselves and our children. Can fully recommend him.”

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Martin-Redman Partners

(1)

Retirement Planning, Inheritance Tax Planning, Business Advice

“Jeremy came to see my Dad to give some advice about IHT planning and i was blown away by the depth of his knowledge. There doesnt seem to be any aspect of tax advice, pensions and such the he doesnt know about. I would recommend Jeremy to anyone look...”

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Funding Round

(1)

Commercial Finance, Property Finance, Finance For Health Professionals

“Absolutely the best These wonderful people work tirelessly to find the best deal and solutions for all your finance needs Highly recommended”

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Barker Maule & Co.

(1)

Probate Services, Overview

“Knowledgeable and helpful.”

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Which Way Financial Solutions

(1)

“Phil Denton of Which Way can explain finance in words that are understandable and even makes financial matters enjoyable to find out about ! Time spent with his company is well worth it..”

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Dales Independent Financial Advisers - Newark

(2)

“Expert review of my pension and investments. Also helped me to remortgage, in order to raise capital. Philip gave fantastic support and advice, throughout a tricky probate application.”

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Buttercross Financial Planning Bingham

(3)

“I saw Adrian for some advice on my finances & also referred family members to him. Adrian's kind and approachable manner made him very pleasant to deal with and I look forward to dealing with Adrian at future reviews. Would highly recommend.”

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Ace Financial Advisers

(2)

“I found them to be easy to talk to and was given good advice. Thank you Ace.”

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Fosse Cashflow Solutions

(2)

Credit Control, New Company Set Up, Training

“We are a new customer of Fosse Cashflow Solutions and can confirm the guys are helpful, knowledgeable and professional in their approach. The training on the software we received was informative and explained really well. Nothing is too much trouble ...”

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Novitas Wealth Management

““When moving from the corporate world after working for 35 years and facing the prospect of retirement the decisions about how to invest my pension pot, and more important, who can I trust, were difficult. I found the answer when dealing with Novitas...”

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Money Minder Financial Services UK Limited

Quote & Apply, Online Guidance, Drawdown Calculator

“Money Minder. The name says it all. We aim to help you to look after your money by providing you with the knowledge and choices to maintain and enhance your wealth. Some of our clients already have a reasonable knowledge of their financial situation,...”

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Mill Lane Asset Management

Health Insurance, Wealth Management, Life Assurance

“When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance, you need to provide yourself with a se...”

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Sparrow Paraplanning

“Caroline Stuart trading as Sparrow Paraplanning is an outsourced paraplanner who offers paraplanning, report writing and technical support to UK financial planners and advisers. We do not provide financial advice and are not authorised or regulated b...”

Featured

í ¾íµí ¼í½¾í ½í°¦í ½í°¦ IT'S ANOTHER SPARROWVERSARY!!! í ½í°¦í ½í°¦í ¾íµí ¼í½¾nnIt's hard to believe it but three years ago today, Sparrow Paraplanning launched onto the world!nnAnd what an amazing three years, it feels like it's not just taken flight but really soared!nnA huge thank you to everyone who's helped, encouraged and just been generally amazing supporting the business - it's so appreciated í ½í¹nnHere's to many, many more Sparrowversaries in the future! í ½í¸nn#paraplanning #paraplanners #financialplanning #financialplanners #smallbusiness #sparrowversary #threeyears...

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Average Cost	£3589
Minimum cost	£1197
Maximum cost	£10169
Avg Per Hour Rates	£361

Best Financial Advisors in Grantham

The highest-rated Financial Planning & Wealth Management companies out of 41 vetted & reviewed in the Grantham area.

Castlegate Financial Management

Monument Financial Solutions

Advice on Care

Watchorn Financial Services

Smart Money Solutions

Additions Accountancy

Raven Wealth

3R Financial Services

Pilot Fish

Fiducia Group

Riverglen Financial Associates

Vanderweele Wealth Management

Martin-Redman Partners

Funding Round

Barker Maule & Co.

Which Way Financial Solutions

Dales Independent Financial Advisers - Newark

Buttercross Financial Planning Bingham

Ace Financial Advisers

Fosse Cashflow Solutions

Novitas Wealth Management

Money Minder Financial Services UK Limited

Mill Lane Asset Management

Sparrow Paraplanning

Retirement Planning and Investment Management Services in Grantham Cost Estimates

Why these companies made our list

Wealth Management Advisors near Grantham

Popular in Grantham