residential mortgages, commercial mortgages,remortgages,capital raising,further advance,secured loans,pensions,pension transfers,open market options,annuities,life insurance,critical illness cover,permanent health insurance,accident/sickness and unemployment cover,business assurance,tax planning,inheritance tax planning,family trust and estate planning

Welcome to Castlegate Financial Planning

Based in the North East of England, Castlegate Financial Planning provide independent financial advice to clients nationwide.

Treating customers fairly are what our business aims are based upon and with that in mind we pride ourselves in providing a friendly and professional service giving all of our clients a first class service allowing us to create financial solutions on their personal needs. Providing expert advice in all areas from independent mortgage advice, Life assurance, Pensions either existing or future planning , full independent advice on all investment vehicles, we also advise on tax planning including Inheritance tax planning and trusts. Financial Advice is a personal and confidential matter and personal advice something that CFP pride themselves in.

Your home maybe repossessed if you do not keep up repayments on your mortgage.

Castlegate Financial Planning do not normally charge a fee for Mortgage advice, however this will be dependant on your circumstances. If a fee is charged our typical fee is 1% of the loan amount.

Want to know more?, then call 0191 4283345 or if you prefer why not use our online enquiry form

*Some of the products or services shown are not or may not be regulated by the Financial Services Authority.