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

Graeme Hills

Director

Graeme is a Director of Castlegate, as well as a Director of Duncan & Toplis, and is based at the Grantham office. Graeme is a member of Duncan & Toplis’ Tax Strategy Board…

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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 D

“I would recommend Castlegate Financial Management for their guidance and expertise in the process of recommending an appropriate investment product”.

 

Mr A & Mrs V T

“With expertise such as this we could certainly recommend CFM 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 T B

“Nicola Brown of Castlegate has been extremely professional and helpful in assisting me in answering the many pension questions that I had”.

 

Mr S W

“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 M Swanwick

“I contacted Castlegate when I was in need of advice on where to best invest my pension”.

 

Mrs J Kirk

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

 

Mr T M

“My sincere thanks to Nick for his advice”

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…

How to prepare an ideal retirement

| Pensions | No Comments

What do you imagine when you think of retirement for yourself in the future? Perhaps you see yourself retiring early in your 50s. Maybe you see a kind of “partial retirement” where you keep on working in some fashion (e.g. advising with a family business). Whatever your ideal future, it is important to recognise that it will not simply happen. You need a viable plan.

Get the most out of the 2021-22 tax year

| Taxation | No Comments

What if it was possible to put more money back into your pocket – possibly £100s or £1,000s – by taking a bit of time to ensure that your savings and investments are set up correctly? In this article, our financial planning team at Castlegate here in Grantham, Lincoln and across the East Midlands, offer insights into how this can be achieved by making the most of the 2021-22 allowances available to you.

Pension planning in different market conditions

| Pensions | No Comments

Building up a pension pot is a challenging endeavour. Not only do you potentially have 40+ years of consistent, monthly savings ahead of you, but they are also likely to experience a wide range of market conditions along the way.

A financial plan for post-lockdown

| Financial Planning | No Comments

It has been a long 14 months since COVID-19 first led to lockdown across the UK. Life has changed significantly in that time, and nobody exactly knows what the “new normal” will look like when, eventually, pandemic restrictions are lifted.