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

houses-price-1

Meet The Team View All

Jamie Moore

Deputy Office Manager

Jamie is the Deputy Office Manager at Castlegate. He started working for the firm in 2017, providing administrative support in a busy adviser team…

Read More

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.

Logos for Independent Financial Adviser and Chartered Financial Planner

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…

Guide to Retirement Tax

A Simple Guide To SIPPS: Our Lincoln IFA Takes You Through It

| Pensions | No Comments

A “SIPP” can sound intimidating to many people (“self-invested personal pension”). Yet with a little guidance, they are not too hard to wrap your head around. In this article, our Lincoln-based Independent Financial Advisers (IFAs)…

Self employed pension advice in Lincoln

Financial Planning For Businesses: 5 Key Tips

| Financial Planning | No Comments

Financial planning is often thought of as referring to individuals, and organising their finances to line up with their goals. Yet the process of financial planning is also hugely important to businesses as well. Last…

4 Pension Scams to Watch for, and a Note on Cold Calling

| Financial Planning | No Comments

At Castlegate Financial Management, we make it our mission to preserve and grow our clients’ wealth, and give them the best strategies to achieve their financial goals. Naturally, therefore, the subject of financial scams is…

How To Weather Investment Storms: 8 Quick, Easy Tips

| Investments | No Comments

This article is for information purposes only, and should not be regarded as financial advice. With investments, your capital is always at risk. The value of your investment can go down as well as up,…