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2/ to report to their clients on a regular basis, in an understandable format, giving current values, building a history of returns achieved and comparing these returns to an agreed benchmark, and forecasting future growth and income in a meaningful way...so that their clients can understand whether they are meeting their aims and objectives.
Operating from its head office in Grantham, Castlegate is proud to have now spent 25 years serving clients across the region, meeting with clients at their homes, business premises or at unit sites of its sister businesses across the East Midlands.
Austen Birkett Financial Planning specialise in retirement options, investment planning and taxation and trusts, backed by advanced financial qualifications and over 25 years experience in the financial services industry. We offer a highly personalised service, providing independent financial advice to individuals and corporate clients.
