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

Heather Hodson

Chartered Financial Planner

Heather joined Castlegate in 2004 and attends the firm’s Management Board as one of its longest serving Financial Planners…

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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…

Baking a Difference: Castlegate Charity Bake Sale

| In the Community | No Comments

We are thrilled to share the success of our recent charity bake sale, which raised a grand total of £182.08. Team members across Castlegate and Duncan & Toplis, together with members of our community, were…

Castlegate’s Charities of the Year: Grantham Children’s Disabled Society and Societi (#TeamToms)

| In the Community | No Comments

At Castlegate, we are dedicated to giving back to our communities and each year our team nominate a new selected charity to support. This year, for the first time, we are thrilled to announce that…

Castlegate Joins the Flat 10k Gin Fun Run

| In the Community | No Comments

Together with Duncan & Toplis, three members of the Castlegate team participated in the Flat 10k Gin Fun Run, a charity event organised by Multum Gin Parvo and Stapleford Estate. Our team completed the 5k…

Your workplace pension – are you on track?

| Pensions | No Comments

How good is your workplace pension? For many employees, their workplace scheme is their primary tool for building retirement savings. However, it is really important to make sure it’s on track to meet your life…