Financial Adviser Grantham

Welcome to Castlegate.
Providing Grantham with holistic independent financial advice.

Grantham financial advisers

We love Grantham. Many of our financial advisers call it their home, and our office has been based here for over 25 years. Our passion is to help people in Grantham, Manthorpe and the surrounding Lincolnshire towns to access excellent financial planning and advice when they need it. This can take many forms.

Perhaps you are looking to invest more prudently, tax-efficiently and in line with your financial goals. Maybe you want to consolidate some pensions and make a plan to have enough for a comfortable retirement. It might be that you require assistance on multiple fronts – bringing your pensions, protection, investments and business under a cohesive plan and united set of goals. Whatever your financial planning needs, our Grantham-based financial planners can help.

This brings us to one of our core offerings: holistic financial planning. Whilst we can assist with a specific area of financial advice (e.g. a pension), we believe that the best results come from creating a total plan for your wealth and finances. This helps you address problems now, whilst also preventing and pre-emptive others which may come in the future.

The overall result for our clients in Grantham is, typically, greater financial stability and peace of mind – together with a better sense of purpose for their lives, and a feeling that they are moving forwards in a positive direction.

Who are Castlegate?

At Castlegate, we are an experienced team of financial planners based in our main office here in Grantham – with offices in 11 total locations across the Lincolnshire region. Many of our financial planners have achieved chartered status, which is widely regarded as the top qualification that a financial planner can attain.

This means that our clients in Grantham not only have access to a local financial professional (for convenience), but also some of the best financial advice available in the UK. This does not detract from our personal service, however. Our team is commended for its friendliness, approachability and emphasis on building trusting relationships. At Castlegate, you will be in safe hands and in good company.

If you would like to talk to us about your financial planning needs, we would love to have that conversation with you. Get in touch to arrange a no-commitment consultation, at our expense.

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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Chartered Status

Castlegate Financial Management is a well established independent financial advisory business that has achieved chartered status.

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 Day

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

 

Mr A & Mrs V Trumper

“With expertise such as this we could certainly recommend Castlegate 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 S Weedon

“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 J Kirk

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

 

Mrs I Morland

“Thank you for your support and advice over 20+ years. It’s always been a comfort to know you have been at the other end of the phone.”

 

Mr M Crush

“I am extremely grateful for all your help, your professional advice and your follow-up; all of which made this transfer of funds so swift and efficient.”

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

If you are looking for a financial adviser in Grantham, Manthorpe or the surrounding areas, speak to an adviser today on 01476 855 585 or book a consultation below.