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 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…


A Guide to Collective Investments

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With a collective investment your money is pooled, along with that of other investors to create a large capital sum. Collective investments or unit trusts, investment trusts or open ended investment companies (OEICs) as they…

Independent Financial Advisor in Lincoln discusses income protection - picture of coins

Self-Employed Advised to Plan for Retirement

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It is the case that many self-employed workers do not have sufficient pension saving plans in place to provide an income for their retirement. While many employed workers have had the opportunity of auto-enrolment workplace…

Retire Comfortably

How Much do you Need for a Comfortable Retirement?

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When it comes to retirement and the amount of money you will need to live comfortably in your later years there are no hard and fast rules and the amount will vary depending on your…

Big Ben - Financial Advisor in Lincoln discusses the new Spring budget

Spring Budget: How Could it Affect your Savings and Pensions?

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Chancellor Philip Hammond recently announced plans for the Spring budget, as part of these plans new rules on pensions, individual savings accounts (ISAs), income tax and inheritance tax (IHT) are set to come into force…