Lucy Guinness

Lucy Guinness

Castlegate Financial Management Limited

Minimum savings/pensions: Over £100,000

0330 038 8942
Based in Lincoln
View location
Top Rated 2026
Verified since: June, 2024
4.7 out of 5

25 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 29 December 2025

    Lucy is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Lucy's status

  • 7

    Recent Client Reviews

    Verified reviews: 100%

    Lucy has received 7 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 14 August 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Lucy has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Lucy has not yet added their fees to their profile

  • 8

    Positive First Impressions

    88% of users who are not yet clients had a positive first experience with Lucy

    88% of VouchedFor users have had a positive (4 or 5 star) first experience with Lucy (based on 8 first impressions)

I provide clear, practical financial advice tailored to your goals, helping professionals and families across the UK navigate key areas including investment management, retirement planning, and financial protection. Whether you are planning for the future or ensuring your finances are working as hard as you are, I take a thoughtful, well-rounded approach to financial planning. I work closely with both individuals and businesses to help ensure their financial objectives are met. Combining strong technical expertise with a down-to-earth approach, I make complex financial decisions feel manageable. I believe in building long-term relationships, offering ongoing support as your financial needs evolve. If you are looking for a financial planner who prioritises clarity, strategy, and personal support, I would be pleased to help you.