Financial Adviser Lincoln

Welcome to Castlegate.
Serving Lincoln with leading independent financial advice.

Lincoln financial advisers

We love the East Midlands. Our team calls it home, and many of our clients hail from its towns including Lincoln, Leicester, Newark, Skegness and Grantham (our home office). Our belief is that excellent financial advice and planning should be readily available to local people. Here at Castlegate, we are here to assist Lincolnshire residents with their pension, investments, tax planning and wider financial planning needs.

Perhaps you are exploring the best way to achieve retirement in your 50s, so you can enjoy travelling the world with your spouse? Or, maybe you would like help building up your asset base and protection plan, so your family is shielded should hard times come your way? It may be that you wish to cover multiple aspects of financial planning, all at once. Regardless of your needs, our experienced team at Castlegate can help you unite these areas under a cohesive financial plan which aligns you towards your goals.

Our services also include wealth management for those with more complex finances, and who need help organising and managing things more efficiently (saving on needless tax). For those running businesses, we also offer dedicated financial planning to help you steer the finances of your venture more prudently. If you need help setting up key person protection, for example, we can assist with this.

Financial advice in Lincoln

We are Lincolnshire-based financial advisers with a strong passion to help people in Lincoln, Grantham and further afield make better decisions with their finances. Our team started in 1994 in Grantham, and since then we have grown to serve clients in other nearby locations such as Nottingham, Newark, Leicester and Lincoln.

In that time, we have also attained the rare status of Chartered Financial Planners – which is recognised as the “gold standard” for financial planning in the UK. At Castlegate, therefore, you not only can access a friendly local face when in need of financial advice. You can also have confidence that you are in very capable hands.

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

Lucy Guinness

Financial Planner

In early 2023, Lucy became a member of the Castlegate team, contributing technical support and conducting research for our team…

Read More

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 Lincoln or the surrounding areas, speak to an adviser today on 01476 855 585 or book a consultation below.