Welcome to Castlegate Financial Management

Planning for tomorrow, today.

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Local Financial Advice

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Chartered Financial Planners

Our capabilities and passion for the highest quality service mean you can enjoy the best of both worlds – dedicated personal service and tailored wealth solutions.
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Meet The Team View All

Carl Stephenson

Chartered Financial Planner
Fellow of the Personal Finance Society

Carl has worked within the financial services industry for over 20 years and joined Castlegate in 2021, bringing a wealth…

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Financial Planning Video

Watch our new video and discover how financial planning works, and how it helps you preserve and grow your wealth…

 

Mr M Day

“I would recommend Castlegate Financial Management for their guidance and expertise in the process of recommending an appropriate investment product.”

 

Mr A & Mrs V Trumper

“With expertise such as this we could certainly recommend Castlegate to anyone wishing to seek financial advice.”

 

Mr D Maclaren

‘I’m very grateful and value what you do for me”.

 

Mr W & Mrs S Oakes

“We are pleased with the advice and action you provided last year and the resultant benefits for the pension plan.”

 

Mr S Weedon

“I called on Castlegate Financial Management to guide me through my investment options when I retired. I was delighted with their very professional and thorough service.”

 

Mrs I Morland

“Thank you for your support and advice over 20+ years. It’s always been a comfort to know you have been at the other end of the phone.”

 

Mr M Crush

“I am extremely grateful for all your help, your professional advice and your follow-up; all of which made this transfer of funds so swift and efficient.”

 

B Cunningham

"Castlegate have looked after my investment for over 20 years and I have always been happy with the service I received."

 

Mr Henry K

"I am entirely happy with the service provided by Castlegate."

Your Adviser, Your Way

Financial advice is always personal. Choose to speak to an adviser in person at your home, our offices or on a video call. Get in touch today on 01476 855 585, or visit our contact page.

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Castlegate Financial Management is a well established independent financial advisory business that has achieved chartered status.

Operating from its head office in Grantham, Castlegate is proud to have now spent 30 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.

Our services are available from 11 offices covering Lincolnshire, Leicestershire and Nottinghamshire to provide help and guidance to clients, irrespective of circumstances.

Our capabilities and passion for the highest quality service mean you can enjoy the best of both worlds – dedicated personal service and tailored wealth solutions.

Whatever your financial requirements, be they corporate or personal affairs, Castlegate Financial Management offers fully independent advice from our team of experienced advisers.

Find out more Get in touch

Latest from Castlegate…

Trump’s Tariffs: What They Mean for Your Money

| Investments, News | No Comments

On “Liberation Day” (2 April 2025), US President Donald Trump unveiled a set of global tariffs on around 90 countries and regional blocs, including China and the EU. The news sent shockwaves across the media…

How to Maximise the New Tax Year (2025-26)

| Financial Planning | No Comments

A new tax year is upon us (2025-26). From 6 April, taxpayers have the opportunity to take full advantage of their new allowances – helping to put more hard-earned income and investment returns back in…

Tariff Turbulence: The Case For Staying Invested

| Investments | No Comments

President Trump has now announced his latest global tariffs. China was hit with a 45% rate on “Liberation Day” (2nd April 2025), with the EU now facing a 20% levy. The UK escaped the worst…

Frozen Tax Bands – How Do They Affect You?

| Taxation | No Comments

Have you ever heard of a “stealth tax”? This occurs when the government raises your tax bill, often without your noticing. In 2025, the most important stealth tax to UK households is arguably the freeze…