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

Office Manager

Marie is the 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.

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…

A Quick Guide To Business Protection

| Business | No Comments

Whether you have over 200 employees or as few as 1, running a business involves risk. Business protection is used to mitigate these risks, particularly by supporting a business through financial difficulty or loss. Causes…

Nottingham IFA walks with a grand child through a garden

Probate: A Simple Guide To How It Works

| Financial Planning | No Comments

What is “probate?” In brief, probate refers to what happens to someone’s money, property and other assets (i.e. their “estate”) after they die. The people who carry out the deceased person’s wishes are called Executors….

Arranged sea shells, illustrating a perfect pension plan

Is There A “Perfect” Financial Plan For Someone Over 55?

| Pensions | 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,…