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Local Financial Advice
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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
Lucy Guinness
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Lucy Guinness
Financial Planner
Lucy originally joined the financial services industry in 2021 and has been a member of the Castlegate team since 2023. Lucy has obtained the Level 4 Diploma for Financial Advisers from The London Institute of Banking & Finance, now known as Walbrook Institute London. Lucy has a key focus on demystifying the complexities of the financial world and was featured in the VouchedFor Top Rated Financial Adviser Guide for 2025. Lucy is a member of Castlegate’s Marketing Committee, representing the Financial Planner team. Beyond her professional pursuits, Lucy finds joy in Formula One, horse riding, and riding her motorbike in the summer months.
Email: lucinda.guinness@casfin.co.uk
Financial Planner
Lucy originally joined the financial services industry in 2021 and has been a member of the Castlegate team since 2023…
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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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Your Adviser, Your Way
Financial advice is always personal. Choose to speak to an adviser in person at your home, our offices or on a video call. Get in touch today on 01476 855 585, or visit our contact page.
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…
We are thrilled to share the success of our recent charity bake sale, which raised a grand total of £182.08. Team members across Castlegate and Duncan & Toplis, together with members of our community, were…
At Castlegate, we are dedicated to giving back to our communities and each year our team nominate a new selected charity to support. This year, for the first time, we are thrilled to announce that…
Together with Duncan & Toplis, three members of the Castlegate team participated in the Flat 10k Gin Fun Run, a charity event organised by Multum Gin Parvo and Stapleford Estate. Our team completed the 5k…
How good is your workplace pension? For many employees, their workplace scheme is their primary tool for building retirement savings. However, it is really important to make sure it’s on track to meet your life…
