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…

Pension Planning: Should you go for a SIPP or a SSAS?

| Pensions | No Comments

For company directors and business owners, there is a range of options in front of you when it comes to your retirement planning. However, you also face a unique challenge to address. Whilst many people…

Big Ben in London

Financial Highlights to Watch 2019

| Financial Planning | No Comments

A happy new year to you for 2019! As the topic of Brexit increasingly dominates the headlines, our clients are increasingly (and understandably) turning to our financial advisers for reassurance and advice about how to…

Castlegate Annual Team Update

| Featured | No Comments

We recently held our annual team update, bringing the whole team together to review the group’s performance and achievements with Castlegate having its most successful year to date. We looked back on the history of…

IFA in Lincoln talks about inheritance tax

Just had a big Inheritance? Here’s what you could do with it

| Financial Planning | No Comments

Receiving an inheritance is often a strange time, emotionally. On the one hand, there’s the thrill of a big windfall. On the other, is likely a sense of grief and guilt over how it arrived…