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.
Find out more


Meet The Team View All

Carl Stephenson

Chartered Financial Planner
Fellow of the Personal Finance Society

Carl has worked within the financial services industry for over 20 years and joined Castlegate in 2021, bringing a wealth…

Read More

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…

Your 2021-22 allowance checklist

| Financial Planning | No Comments

Christmas is a good stopping-point to evaluate whether you are on-track to get the most from your yearly allowances. Doing so can help you save on tax and put more hard-earned money back into your pocket.

How might working from home affect retirement?

| Pensions | No Comments

Prior to COVID-19 in 2020, working from home was gaining popularity in the UK. In 1981, only 1.5% reported that their role was mostly remote, but by 2019 this stood at 4.9%. Following the Government’s orders to work from home during the pandemic lockdown, the figure skyrocketed to 43.1% by April 2020. Today, 90% of these people stated they wished to keep working from home – at least in some form – regardless of what happens with COVID-19.

Review your financial protection for 2022

| Protection | No Comments

With the arrival of the Omicron variant of COVID-19, we are once again reminded that we live in an uncertain time. This raises the question: are your finances prepared for difficult situations and events? Specific questions then follow, which can include:

What is stagflation -and is it coming?

| Financial Planning | No Comments

Inflation refers to the rising overall cost of living (goods and services) in an economy. Yet what is “stagflation”, and what impact could it have on your wealth and finances? What is the likelihood of the UK, US and other countries experiencing stagflation as we enter 2022?