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

Nick Gardner


Nick is a Director of Castlegate and has been assisting the board since the company formation in 1994, currently Managing Director of the InvestAcc Group…

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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…


Mrs J Kirk

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


Mrs M Swanwick

“Lisa’s help and assistance has been invaluable”.


Mrs M Swanwick

“I contacted Castlegate when I was in need of advice on where to best invest my pension”.


Mr S W

“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”.


Mr T B

“Nicola Brown of Castlegate has been extremely professional and helpful in assisting me in answering the many pension questions that I had”.


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 D Maclaren

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


Mr A & Mrs V T

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


Mr M D

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


Mr T M

“My sincere thanks to Nick for his advice”

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.

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…

How to Avoid Undue Investment Risk

| Investments | No Comments

Risk is commonly defined as exposure to danger, loss or harm. When it comes to investing, risk is inevitably involved. Yet here at Castlegate, repeatedly in conversations with clients here in Grantham, we appreciate…

A Guide to Financial Planning for Parents

| Financial Planning | No Comments

All parents want the best for their children. Not only do we want them to have great friendships, a loving family environment and good education, but it’s also natural to want to provide financial help as well… At Castlegate, our financial advisers…

Could You Afford to Live to 100?

| Pensions | No Comments

Did you know that the first state pension was launched in Europe in the late 1800s, by Otto von Bismark? Cleverly (or deviously), he set the age for collecting it at 70. Given that most Germans lived to around 40 at the time…

Should I Transfer & Consolidate My Pension?

| Pensions | No Comments

Generally speaking, our Grantham-based financial advisers here at Castlegate tend to speak with clients about pension transfers for three main reasons. First of all, it might be that your personal or workplace pension scheme…