Best Financial Advisors in Grantham

“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...”

“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...”

“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...”

“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.”

“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...”

“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...”

“Knowledgeable and helpful.”

“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..”

“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.”