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.

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…

4 Little-Known Tips To Counter Your Investment Biases

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In our last article, we talked about how easy it is for human beings to make irrational investment decisions – often based on fear, misinformation or raw panic. As financial advisers, the basic argument we…

The Big Secret Behind Your Poor Investment Decisions

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All of us make illogical and irrational decisions. It’s part of being human. This can however, have big negative consequences in our personal lives. Moreover, this nonsensical tendency can also creep into our finances –…

Pound Cost Ravaging

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With annuity rates low, many retirees avoid or delay annuity purchase. Instead they seek to live off the investments within their pensions. If you are in this situation, even if you are comfortable to continue…

2017-2018 Money Tips: Getting The Best Deal From Your Allowances (Part II)

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Continuing on with our previous article on Money Saving Tips in 2018, we’re looking here at more ways you can improve the savings you can make on your tax bill. Gifting (Tax & Inheritance) Many…