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…

What should a complete financial plan look like?

| Financial Planning | No Comments

Most of us are aware that there are areas of our finances which need sorting out. We think about the credit card debt which needs settling, or the pension we haven’t started yet. Ideally, it…

Planning Your Future Care Costs: A Short Guide

| Savings | No Comments

In 2014 it was estimated that about 350,000 people in England lived in residential care, yet studies suggest that the UK will need almost 200,000 more care home beds by 2035. Considering the UK has…

5 Tips to Help Calculate Your Retirement Income

| Pensions | No Comments

During your career, working out your income is usually straightforward. For most people, their main source of earnings will be their salary and possibly other income-generating assets, such as dividends, interest and rent from e.g….

Are you walking into an inheritance tax trap?

| Financial Planning | No Comments

As house prices have risen and inflation has gone up, it is estimated that as many as 800,000 UK homes have now surpassed the value of £1m in 2019. That might sound like purely good…