Planning for tomorrow, today.
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Local Financial Advice
View our servicesChartered 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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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.
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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 30 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…
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Many people view cash as a “safe” place to put their money. Compared to investing, cash savings appear more stable and secure. However, cash is not risk-free and can incur opportunity costs, which may not be immediately apparent. Here, investing can help.
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On 20 June 2024, the Bank of England (BoE) decided to hold interest rates at 5.25%, continuing the level since August 2023. This surprised some analysts who thought that the Monetary Policy Committee might finally lower rates now that inflation is sitting at the BoE target of 2%.
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Private pensions can be powerful retirement planning tools, helping people enjoy a more comfortable and sustainable lifestyle. Yet, there often needs to be more clarity over how they work. In this guide, our Grantham financial planners explain how UK clients can use private pensions in 2024-25 to maximise their retirement funds.