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

Becky Womble

Financial Planner

Becky has worked in financial services since 2011, originally as an Administrator during College and University before working as…

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Financial Planning Video

Watch our new video and discover how financial planning works, and how it helps you preserve and grow your wealth…


Mr M Day

“I would recommend Castlegate Financial Management for their guidance and expertise in the process of recommending an appropriate investment product.”


Mr A & Mrs V Trumper

“With expertise such as this we could certainly recommend Castlegate to anyone wishing to seek financial advice.”


Mr D Maclaren

‘I’m very grateful and value what you do for me”.


Mr W & Mrs S Oakes

“We are pleased with the advice and action you provided last year and the resultant benefits for the pension plan.”


Mr S Weedon

“I called on Castlegate Financial Management to guide me through my investment options when I retired. I was delighted with their very professional and thorough service.”


Mrs J Kirk

“Thank you for looking after our investments, your help has been much appreciated.”


Mrs I Morland

“Thank you for your support and advice over 20+ years. It’s always been a comfort to know you have been at the other end of the phone.”


Mr M Crush

“I am extremely grateful for all your help, your professional advice and your follow-up; all of which made this transfer of funds so swift and efficient.”

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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Your Adviser, Your Way

Financial advice is always personal. Choose to speak to an adviser in person at your home, our offices or on a video call. Get in touch today on 01476 855 585, or visit our contact page.

Castlegate Financial Management is a well established independent financial advisory business that has achieved chartered status.

Operating from its head office in Grantham, Castlegate is proud to have now spent 25 years serving clients across the region, meeting with clients at their homes, business premises or at unit sites of its sister businesses 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.

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.

Whatever your financial requirements, be they corporate or personal affairs, Castlegate Financial Management offers fully independent advice from our team of experienced advisers.

Latest from Castlegate…

The Autumn Statement 2023

| Financial Planning | No Comments

Jeremy Hunt delivered the Autumn Statement on 22 November following weeks of speculation about potential tax cuts. The headline measure, a reduction to National Insurance Contributions was something of a surprise. Beyond this, economic measures…

The benefits of family financial planning

| Financial Planning | No Comments

HMRC is continuing its trend of taking more in inheritance tax (IHT) each year. In the period April-September 2023, it collected £3.9bn from households across the UK; £400m higher than the same period in the year before. This raises the question, are you set to keep maximum wealth within the family? How coordinated are the financial plans of you and your loved ones?

Is it worth becoming an ISA millionaire?

| Savings | No Comments

According to the latest research, there are now a record 4,000 ISA millionaires in the UK with the average pot value standing at £1,397,000. This follows a trend over the last three years, where the numbers have almost tripled annually. There are even 50 savers in the UK with over £8,509,000 in their ISA accounts.

Scorecard: Private pension vs workplace pension

| Pensions | No Comments

Are you getting the most out of your pension scheme? The type of pension you have, and the underlying investments you choose, can have a big impact on your income and lifestyle in retirement. Below, our Grantham financial planners explain the main differences between workplace pensions and private pensions in the UK – outlining some of the key advantages and disadvantages of both.