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

Adam Thompson

Financial Planner

Adam has worked in the financial services sector since graduating from university in 2015. Starting out as an Administrator…

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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 J Kirk

“Thank you for looking after our investments, your help has been much appreciated.”

 

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.”

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 855 585 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, Castlegate is proud to have now spent 25 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…

Inaugural Client Golf Day – Castlegate in the Community

| In the Community | No Comments

As part of our drive to be more involved with our local community, Castlegate Financial Management recently held their inaugural Castlegate Client Golf Day on 8th June at Sleaford Golf Club. Clients enjoyed coffee and…

Is a public sector pension the best type?

| Pensions | No Comments

Recently the media has spoken of the “great pension divide”, with private sector workers getting as little as £3 in retirement for every £1 saved. Public sector employees, however, receive as much as £10. This is partly explained by differences in pension type. Those in the private sector tend to have pension “pots” (i.e. defined contribution schemes) whilst public sector employees are more likely to have a final salary pension (sometimes called a defined benefit pension).

The case for and against dividend investing

| Investments | No Comments

When markets are dropping and capital growth falters, many investors are drawn to dividend funds to provide a regular income stream. In 2022, we have seen this behaviour in action as indexes like the S&P 500, Dow Jones Industrial Average (DJIA) and others fall whilst more investors flock to funds that focus on paying dividends.

What does recession mean for Buy to Let investors?

| Investments | No Comments

With GDP figures showing a 0.3% shrinkage for April 2022, many analysts are concerned that the UK is now entering a recession (following a decline of 0.1% in March). Although a “full blown” recession seems unlikely at this point, there are signs that the economy is entering hard times. The property market appears at a turning point – with sellers slashing prices by as much as 20% in some areas – and interest rates are rising, putting pressure on mortgage repayments.