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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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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…
Chancellor Reeves finally delivered her much-anticipated budget on the 30th of October, 2024. Many have been asking what this means for their job, taxes and wider household finances. Retirees (and those approaching retirement) are also processing the implications for their pensions. Below, our Grantham financial advisers share our initial thoughts on this specific subject in more detail.
We recently had World Alzheimer’s Day in September, and now (in November), the world is highlighting mental and physical well-being for men. These important events remind us that there are many people – including those we love – who struggle with illness, dementia and the wider effects of ageing.
Many business owners want to use their business to make a positive difference in the world. In 2022, for instance, companies in the FTSE 100 gave £1.85 billion to charities. Local businesses also want to be charitable, participating in community events and fundraising.