Welcome to Castlegate Financial Management

Planning for tomorrow, today.

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.
Find out more

houses-price-1

Meet The Team View All

Paul Newton

Advice Manager

Paul is the firm’s Advice Manager ensuring the quality of financial advice is of the highest standard. He is a Chartered Financial Planner, a Fellow of the Personal Finance Society…

Read More

Pensions & Investments

A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in your retirement.
Find out more

To find out more about our financial services, speak to an adviser today on 01476 591022 or book a consultation below.

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

Operating from its head office in Grantham it serves clients across the region, meeting with clients at their homes, business premises or at its sister business unit sites 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.

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

Latest from Castlegate…

Is It Time To Review Your Investments & Savings?

| Investments | No Comments

If you have investments and savings it is important you review them on a regular basis to ensure they are performing well and to decide whether it could be beneficial to make changes to your…

Have you money or other assets abroad?

| Financial Planning | No Comments

Recently, the government made changes to international tax compliance regulations that created an obligation on ourselves, as your financial adviser, to tell you: that HMRC will soon be getting data on overseas financial accounts and…

time in the market

Keep calm and carry on

| Investments | No Comments

For the best part of 10 years market linked investments have provided healthy returns. It is inevitable that at some point markets will wobble and the press will be filled with dire warnings of impending…

Using a Trust to Reduce Inheritance Tax

| Taxation | No Comments

Placing your property in a trust will typically mean you no longer own your property and therefore it cannot be included as part of your inheritance tax bill when you die. The property you can…