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…

Retirement – running out of money

| Pensions | No Comments

You’re hoping to retire in the near future but, understandingly given the historic low level of interest rates, are not attracted to annuities for your pension pot. So how can you ensure you can make…

Bereavement Benefits

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The bereavement support payment has now replaced the previous bereavement payment, bereavement allowance and widowed parent’s allowance benefits. The initial lump sum payable is higher, but the monthly benefit is lower. For those without dependent…

Pension scams

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This is the practice of luring pension holders into moving their pension funds into unregistered schemes with the offer of high returns or early access to their funds. Millions of pounds has been lost to…

Is It Time To Review Your Investments & Savings?

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If you have investments and savings it is important you review them on a regular basis to ensure they are performing well and to decide whether it could be beneficial to make changes to your…