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

Graeme Hills

Director

Graeme is a Director of Castlegate, as well as a Director of Duncan & Toplis Ltd, and is based at the Grantham office. Graeme is a member of Duncan & Toplis’ Tax Strategy Board…

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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.

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…

Review your Pension

When was the Last Time you Reviewed your Pension?

| Pensions | No Comments

As with all financial planning regular reviews are imperative to monitor the progress and performance of your efforts and determine whether the performance is on target or whether it could be time to make amendments…

Residence Nil-Rate Band

What is the Residence Nil-Rate Band?

| Financial Planning | No Comments

In April 2017, a new inheritance tax nil-rate band of £100,000 was introduced, this covers the main residence or other qualifying property the deceased lived in when it is passed to descendants. The new residence…

Guide to Retirement Tax

A Guide to Retirement Tax

| Taxation | No Comments

Retirement brings along a lot of changes, such as changes to your routine, to your income and changes to amount of tax you have to pay. As an Independent Financial Adviser in Lincolnshire and across…

Planning and Funding for Long-Term Care

Planning and Funding for Long-Term Care

| Financial Planning | No Comments

Covering the cost of long-term care for you or a relative can be costly, especially if you have not planned for it. For this reason, it is imperative that you consider and implement a plan…