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

Compliance Manager

Paul is the firm’s Compliance 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, Castlegate is proud to have now spent 25 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…

Guide to Retirement Tax

My Final Salary Pension: What is it & should I Keep it?

| Pensions | No Comments

Perhaps you are starting to think about retirement, have spoken to your employer and realised you have a “final salary pension”. What does that mean? Maybe you have gone on to do some research and…

Financial adviser in Newark going over his diary for the day with a coffee

Which is better for retirement: annuity or income drawdown?

| Pensions | No Comments

Under 2019-20 pension rules in the UK, you are allowed to start taking money out of your pension savings once you reach 55. How you take the money, however, is another matter. Generally speaking, you…

Should you rely on an inheritance to fund your retirement?

| Taxation | No Comments

Did you know that the ONS found that the average inheritance across the UK is about £11,000? The figure jumps to an average of £33,000 for those receiving an inheritance between ages 55-64, but those…

Is it Possible to Avoid the Higher Tax Bracket?

| Taxation | No Comments

The 2018 Budget announced that the threshold at which people start paying the Higher Rate of income tax is set to rise in 2019-20. Rather than paying 40% after your income reaches £46,350, the new…