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

Caroline Eaves

Office Manager

Caroline has worked in the financial industry for over 20 years, the majority of which were for a global banking group. Caroline’s primary role as Office Manager…

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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…

The State Pension: Simply Explained

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On 5th April 2017, the state pension system changed in the UK. As we leave the festive holidays behind us, it may be that you think now is the time to understand how it all…

How to invest

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There is no substitute for diversification; constructing a portfolio of uncorrelated assets. When you look at the performance of the 13 most common different asset classes over the last 30 years, you will see there…

Retirement – running out of money

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You’re hoping to retire in the near future but, understandingly given the historic low level of interest rates, are not attracted to annuities for your pension pot. So how can you ensure you can make…

Bereavement Benefits

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The bereavement support payment has now replaced the previous bereavement payment, bereavement allowance and widowed parent’s allowance benefits. The initial lump sum payable is higher, but the monthly benefit is lower. For those without dependent…