Planning for tomorrow, today.

Local Financial Advice
View our servicesChartered 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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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.

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.
Latest from Castlegate…

Retirement may seem far away, but your choices today could massively affect your quality of life once you reach your 50s, 60s and beyond. Whilst it may be tempting to put off planning your pension,…

There are 8.2 million families with children in the UK. 63% of that number represents the “traditional” nuclear family units – a wife, husband and children in a family home. Around a quarter are led…

You cannot completely avoid taxes if you live in the UK. Yet, our financial planners in London, Grantham and Leicester encounter people every day who are overpaying – often without realising. The impact can be…