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.
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Meet The Team View All

Marie Kerr

Office Manager

Marie is the Office Manager at Castlegate. Marie started with the firm in 2013 as administration support, quickly becoming part of a busy adviser team…

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

Logos for Independent Financial Adviser and Chartered Financial Planner

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…

Financial Advice in Lincoln - a guide to life assurance

How to Help Your Grandchildren’s Financial Future: 4 Tips From an Independent Financial Adviser (IFA) in Lincoln

| Savings | No Comments

If you are a grandparent, it is possible you might be in a better position to provide financial help, guidance and teaching for your grandchildren than their parents can. If you’re wondering how best to…

independent financial advisor in Lincoln discusses savings

Lincolnshire Independent Financial Advisers Share How To Re-balance An Investment Portfolio

| Investments | No Comments

“Set it and forget it” often does not work when it comes to investing. As established Chartered IFAs in Lincoln, we know all too well that, inevitably, you need to regularly visit your investments and…

Guide to Retirement Tax

A Simple Guide To SIPPS: Our Lincoln IFA Takes You Through It

| Pensions | No Comments

A “SIPP” can sound intimidating to many people (“self-invested personal pension”). Yet with a little guidance, they are not too hard to wrap your head around. In this article, our Lincoln-based Independent Financial Advisers (IFAs)…

Self employed pension advice in Lincoln

Financial Planning For Businesses: 5 Key Tips

| Financial Planning | No Comments

Financial planning is often thought of as referring to individuals, and organising their finances to line up with their goals. Yet the process of financial planning is also hugely important to businesses as well. Last…