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

Adam Thompson

Financial Planner

Adam has worked in the financial services sector since graduating from university in 2015. Starting out as an Administrator…

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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…


Mr M D

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


Mr A & Mrs V T

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


Mr D Maclaren

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


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 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 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”.


Mrs M Swanwick

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


Mrs J Kirk

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


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 855 585 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…

Ideas to boost your income in 2021-22

| Savings | No Comments

There are two main ways to increase the amount of money you can use to spend and/or save – cut expenses and grow your income. Doing the former (especially during hard economic times) can be very worthwhile, but only gets you so far. Generating more income, however, could lead to dramatic changes in your lifestyle if done strategically.

Stocks & Shares ISAs – what you need to know

| Investments | No Comments

Interest rates on regular savings accounts are at historic lows. In 2021-22 it is nearly impossible to find an easy access account beating 0.65%, or a fixed-rate one over 1.7% (both under the Bank of England’s 2% target rate of inflation). If you want higher returns and are prepared to take on additional risk, then a Stocks & Shares ISA might be for you.

6 top investing mistakes to avoid

| Investments | No Comments

Investing is a powerful way to build wealth and open financial opportunities for you and your loved ones in the future. Yet investing is often daunting for people who have not dealt with the subject before, and even seasoned investors can fall into costly mistakes. Here at Castlegate, our goal is to help people in Grantham, Lincolnshire and beyond with their investments to make sure they navigate this world effectively over the long term.

How to spot a pension liberation scam

| Pensions | No Comments

Here in the UK, the phrase “pension liberation” usually refers to a type of scam. Here, fraudsters try to trick people into believing that they can access their pension funds before the age of 55.