Heather Hodson

Heather Hodson

Castlegate Financial Management Limited

Minimum savings/pensions: Over £100,000

0330 038 8938
Based in Spalding
View location
Top Rated 2026
Verified since: May, 2025
4.7 out of 5

60 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 25 December 2025

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

  • 52

    Recent Client Reviews

    Verified reviews: 100%

    Heather has received 52 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 01 December 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.

  • 4

    Qualifications Uploaded

    4 qualification certificates available to view

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

  • Transparent Fees

    Fees not yet added

    Heather has not yet added their fees to their profile

  • Positive First Impressions

    50% of users who are not yet clients had a positive first experience with Heather

    50% of VouchedFor users have had a positive (4 or 5 star) first experience with Heather (based on 4 first impressions)

With over two decades of industry experience, including supporting clients across agricultural and farming, I help individuals, families, and business owners make informed financial decisions that support their long-term goals. I work across all areas of financial planning, including wealth management, retirement planning, tax planning and mitigation, and protection. Whether you are looking to secure your family's future, transition wealth between generations, review your Inheritance Tax liability or make the most of your retirement options, I offer clear, strategic advice built around your circumstances. Many of my clients want reassurance that they are making the right choices, and that’s exactly what I aim to provide. If you are ready for advice that’s personal, practical, and focused on what matters most to you, I would be delighted to help.