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

Advice Manager

Paul is the firm’s Advice 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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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…

2017-2018 Money Tips: Getting The Best Deal From Your Allowances (Part II)

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Continuing on with our previous article on Money Saving Tips in 2018, we’re looking here at more ways you can improve the savings you can make on your tax bill. Gifting (Tax & Inheritance) Many…

2017-2018 Money Tips: Getting The Best Deal From Your Allowances (Part I)

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With April 5th soon approaching, our clients in Nottingham and further afield have been asking us (their financial advisers) about how to take advantage of any potential tax reliefs or allowances. Whilst the markets and…

10 Powerful Ways You Can Save On Tax

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When we give financial advice to our clients in Lincoln, tax is often an area where we heavily focus on discussions. The good news is there are many ways you can lower your tax liability,…

Considering A Pension Withdrawal? Bear These 4 Principles In Mind

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As an independent financial adviser in Stamford, we hear a range of ideas from clients about what they want to do with their pension withdrawals. Some popular examples include: Investing the money to produce more…