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

Andy Severn

Managing Director

Andy is Castlegate’s Managing Director. He is also a Director of Castlegate’s parent company, Duncan & Toplis, in charge of their Grantham office where Castlegate is based…

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Financial Planning Video

Watch our new video and discover how financial planning works, and how it helps you preserve and grow your wealth…

 

Mrs J Kirk

“Thank you for looking after our investments, your help has been much appreciated”.

 

Mrs M Swanwick

“Lisa’s help and assistance has been invaluable”.

 

Mrs M Swanwick

“I contacted Castlegate when I was in need of advice on where to best invest my pension”.

 

Mr S W

“I called on Castlegate Financial Management to guide me through my investment options when I retired. I was delighted with their very professional and thorough service”.

 

Mr T B

“Nicola Brown of Castlegate has been extremely professional and helpful in assisting me in answering the many pension questions that I had”.

 

Mr W & Mrs S Oakes

“We are pleased with the advice and action you provided last year and the resultant benefits for the pension plan”.

 

Mr D Maclaren

‘I’m very grateful and value what you do for me”.

 

Mr A & Mrs V T

“With expertise such as this we could certainly recommend CFM to anyone wishing to seek financial advice”.

 

Mr M D

“I would recommend Castlegate Financial Management for their guidance and expertise in the process of recommending an appropriate investment product”.

 

Mr T M

“My sincere thanks to Nick for his advice”

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.
Find out more

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…

Paul Streeter Update: October 2019

| News | No Comments

As we approach the last four events of the Staysure Seniors European Tour, our sponsored golfer Paul Streeter is performing well. At the time of writing, he is lying in 13th place in the Order…

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| Pensions | No Comments

The word “dividend” is mysterious to many people. Yet the idea is quite simple. You invest your money in a company (or set of companies), and these companies hopefully pay you a share of their…

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| Investments | No Comments

Environmental issues certainly seem to have come more to the fore in public discussion and consciousness in 2019. David Attenborough’s “Climate Change: The Facts” has had a big impact on raising the issue, as have…

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Does it pay to Retire Early?

| Pensions | No Comments

Early retirement is a dream for many people or a dread. It depends on your outlook, financial situation and goals. Some relish the idea of freedom from an employer’s restraints, whilst others love going into…