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Operational Board

Castlegate Financial Management

Castlegate Financial Management Limited is registered in England No. 2077374. Registered Office: 8 Castlegate, Grantham, Lincolnshire. NG31 6SE. Authorised and Regulated by the Financial Conduct Authority. FCA No. 169777.

The guidance and/or advice contained within the website
is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves.
To contact the Financial Ombudsman Service please visit
www.financial-ombudsman.org.uk.

Castlegate, and its advisers, are part of the Chartered Insurance Institute – a professional institute granted its title and established in the UK. Further details, including the rules and ethics Castlegate has undertaken to adhere to,
can be found at www.thepfs.org.

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Latest News & Articles

  • Castlegate’s Charities of the Year: Grantham Children’s Disabled Society and Societi (#TeamToms) May 13, 2025
  • Castlegate Joins the Flat 10k Gin Fun Run May 13, 2025
  • Your workplace pension – are you on track? May 11, 2025
  • 5 myths about financial protection, exposed May 7, 2025
  • A short guide to investing in 2025 May 5, 2025

Castlegate Financial Services

  • Financial Planning
  • Wealth Management
  • Pensions
  • Investments
  • Cashflow Forecasting
  • Tax Planning
  • Health & Life Insurance
  • Business Services

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Registered Address: Castlegate Financial Management Ltd, 8 Castlegate, Grantham, Lincs, UK, NG31 6SE.
Registered in UK, No: 2077374. UK VAT Registration Number: 253143824

  • Home
  • About
  • In the Community
  • Our Services
    • Financial Planning
    • Wealth Management
    • Pensions
    • Small Self-Administered Pensions
    • Investments
    • Cashflow Forecasting
    • Tax Planning
    • Inheritance Tax (IHT)
    • Health & Life Insurance
    • Services for Business
  • Testimonials
  • News
  • Careers
  • Get in Touch
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