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

Paul Newton

Advice Manager

Paul is the firm’s Advice Manager ensuring the quality of financial advice is of the highest standard. He is a Chartered Financial Planner, a Fellow of the Personal Finance Society…

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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…

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…


A Guide to Collective Investments

| Investments | No Comments

With a collective investment your money is pooled, along with that of other investors to create a large capital sum. Collective investments or unit trusts, investment trusts or open ended investment companies (OEICs) as they…

Independent Financial Advisor in Lincoln discusses income protection - picture of coins

Self-Employed Advised to Plan for Retirement

| Pensions | No Comments

It is the case that many self-employed workers do not have sufficient pension saving plans in place to provide an income for their retirement. While many employed workers have had the opportunity of auto-enrolment workplace…