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

Paul Newton

Compliance Manager

Paul is the firm’s Compliance Manager ensuring the quality of financial advice is of the highest standard. He is a Chartered Financial Planner, a Fellow of the Personal Finance Society…

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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…

Covid-19 – providing our support and financial advice

| News | No Comments

In light of UK government advice following the COVID-19 outbreak, we want to reassure clients that our offices remain open to receive calls and letters only. If possible, however, please can you contact our team…

What Does The New 0.1% Rate Mean For Savers?

| Savings | No Comments

The week commencing on March the 9th 2020 has been an eventful one. On the 11th the new Chancellor released his debut Budget to tackle the COVID-19 pandemic, and beforehand the Bank of England (BoE) announced it was slashing interest rates from half a percentage point, from 0.75% to 0.1%, in an attempt to buttress the economy and make it easier for banks to lend to businesses.

4 Core Elements to an Estate Plan

| Taxation | No Comments

When it comes to passing on your wealth to your loved ones, having a strong estate plan is crucial. Not only does it help to mitigate unnecessary taxes; it also assists with preventing future complications with inheritance tax (IHT) and with the distribution of your estate to beneficiaries.

Investing in 2020: Don’t Panic, Stay the Course

| Investments | No Comments

The first three months of 2020 have certainly been far from uneventful. With the coronavirus (COVID-19) continuing to spread across the UK and wider world, many are concerned about what this means for their investments and financial security. As financial advisers here in Nottingham, Grantham and wider Midlands, it is our job to bring clarity and well-grounded solutions to these important questions.