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.
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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…

How protected are your finances? Try our 10-point checklist

| Featured | No Comments

COVID-19 has brought a looming shadow over the UK economy, and many are concerned about their finances as the Job Retention Scheme winds down in October 2020. Whilst some might feel powerless about their financial situation, the good news is that there is much you can do to shore up your financial protection in the months ahead.

Business protection in a pandemic: a short guide

| Financial Planning | No Comments

COVID-19 has thrown immense financial challenges at many businesses across the UK both large and small. Running a business always carries the possibility of risk and reward, yet the former is arguably more strongly felt in this third quarter of 2020 by many business-owners and directors. Having a strong business plan will help to navigate through a crisis, of course. Yet this alone does not guarantee success or stability. Setting strong protection measures in place, therefore, can go a long way to mitigating risks to your business and help carry it through hard times.

Critical illness cover – your questions answered

| Insurance | No Comments

The main purpose of critical illness cover (CIC) is to release a much-needed lump sum to you and your family should you be diagnosed with a predefined illness or condition. With COVID-19 currently high on people’s minds, questions around CIC have come into the spotlight again in 2020. Here at Castlegate, our financial advisers in Grantham wanted to offer this short guide on answers to commonly-asked questions surrounding CIC.

Do I need to change my life insurance if I have a child?

| Insurance | No Comments

Having a child is an exciting, tiring and very different chapter of life. Many changes will have come to your lifestyle and thinking about life insurance might seem lower on the list of your immediate priorities. Yet it could be one of the most important things you do for your child as they grow. Here at Castlegate, our Grantham-based financial advisers recognise that life insurance is one of those things that you hope you will never need, yet most families are very glad that it is in place should the worst happen to you and/or your partner.