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

Deputy Office Manager

Marie is the Deputy 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, 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…

Castlegate 25 Year Celebration at SIX Restaurant

| News | No Comments

The team at Castlegate gathered together at SIX, the rooftop restaurant at Nottingham’s Trent Bridge, to celebrate 25 successful years servicing clients across Grantham, Lincoln and the wider Midlands. The team enjoyed a four-course meal…

Image of hammer htting a nut, illustrating how financial planning can go wrong with independent financial advice from an adviser in Lincoln

Asset Allocation: An Illustration from Warfare

| Investments | No Comments

If you had to describe investing, assets or “asset allocation” to someone, which metaphors or illustrations would you use to describe them, and show why they’re important? One illustration some of our financial advisers in…

Children playing with stones near the water

Can I Cover My Inheritance Tax with an Insurance Policy?

| Financial Planning | No Comments

It is commonly said that inheritance tax (IHT) is the tax that everyone loves to hate. So it is hardly surprising to see families across the country speaking to financial advisers about tactics to reduce…

Stones on the beach, illustrating choice and variety in investment choices when discussing plans with a financial adviser in Nottingham

Should You Take Your 25% Tax-Free Lump Sum?

| Pensions | No Comments

In April 2015, the UK government introduced the “Pension Freedoms”. These new rules to the pensions regime had many far-reaching implications, but one of the big changes was that over-55s were then able to withdraw…