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

Lucy Guinness

Financial Planner

In early 2023, Lucy became a member of the Castlegate team, contributing technical support and conducting research for our team…

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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.”

 

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.”

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.

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…

Investment Options: A Short Guide for 2024

| Investments | No Comments

The world of investing can be confusing, not only for beginners but also for seasoned investors. Different “asset types” and investment options often come laden with a lot of jargon, making them difficult to understand. People hear words like “equities”, “bonds” and “money markets” and feel overwhelmed.

UK economy: A roundup for 2024

| Investments | No Comments

The state of the UK economy has key implications for individuals’ and households’ financial plans. For instance, the economic landscape informs government policy and decisions (e.g., tax rates), which can bestow costs and/or benefits on the population.

How to get the most from the 2024-25 tax year

| Taxation | No Comments

A new tax year (starting in April) offers a great opportunity to optimise your finances to keep more of your hard-earned income, savings and returns. With the arrival of 2024-25, many clients in Grantham and across Lincolnshire have been asking financial planners how to get the most from their refreshed allowances.

A pensions guide for the self-employed

| Pensions | No Comments

Being self-employed brings many wonderful benefits. Perhaps you have more earning potential than if you were employed, or maybe you have greater control over your working hours. However, self-employed people are arguably at a disadvantage regarding pensions.