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

Andy Severn

Managing Director

Andy is Castlegate’s Managing Director. He is also a Director of Castlegate’s parent company, Duncan & Toplis, in charge of their Grantham office where Castlegate is based…

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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…


Why you Should Make a Will

| Financial Planning | No Comments

When you die, your will leaves clear instructions on what should happen to your money, possessions and property, known collectively as your estate. If you die without a will, this will be decided for you…

Health and Life Insurance

Types of Health and Life Insurance to Consider

| Insurance | No Comments

Permanent health insurance, or income protection, is one of the most important types of insurances you can own. Without this valuable cover you could be leaving yourself vulnerable to adverse long-term financial implications for you…

Review your Pension

When was the Last Time you Reviewed your Pension?

| Pensions | No Comments

As with all financial planning regular reviews are imperative to monitor the progress and performance of your efforts and determine whether the performance is on target or whether it could be time to make amendments…

Residence Nil-Rate Band

What is the Residence Nil-Rate Band?

| Financial Planning | No Comments

In April 2017, a new inheritance tax nil-rate band of £100,000 was introduced, this covers the main residence or other qualifying property the deceased lived in when it is passed to descendants. The new residence…