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

Jamie Moore

Office Manager

Jamie is the Office Manager at Castlegate. He started working for the firm in 2017, providing administrative support in a busy adviser team. Jamie has a background working within…

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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…

 

Mrs J Kirk

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

 

Mrs M Swanwick

“Lisa’s help and assistance has been invaluable”.

 

Mrs M Swanwick

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

 

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”.

 

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 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 D Maclaren

‘I’m very grateful and value what you do for me”.

 

Mr A & Mrs V T

“With expertise such as this we could certainly recommend CFM to anyone wishing to seek financial advice”.

 

Mr M D

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

 

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 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…

The Women Missing Out On The State Pension

| Pensions | No Comments

At Castlegate, we’ve noted some recent enquiries about the state pension and how women are affected by the rules. In short, many women who reached retirement age before April 2016 may be losing out on thousands of pounds from their state pension. The reason for this is widely unknown and we wanted to draw your attention to it here, in case you are affected.

How To Be A Prudent “Bank Of Mum And Dad”

| Financial Planning | No Comments

It’s a well-known fact that, in recent years, increasing numbers of younger people have been turning to their parents for help with their house deposit. Indeed, in 2013 the average UK house price stood £180,548 yet by 2018 it was £248,233 – outpacing earnings growth each year by 11%.

Should You Rely On Property To Fund Long Term Care?

| Financial Planning | No Comments

Did you know that the average cost for a room in a residential care home is £45,760 per year? With such staggering costs, it’s little wonder that people here in Lincolnshire and across the UK are facing deep questions about how they will fund their long term care.

4 Ideas To Supplement A Pension Income

| Pensions | No Comments

When it comes to planning a retirement income discussion often focuses on the ways to build up a pension income. This is understandable given the many advantages offered by pensions under UK tax rules in 2020-21, such as the tax relief offered on workplace pension contributions and the triple-lock offered by the state pension (ensuring income rises with the cost of living).