Financial Adviser Nottingham

Welcome to Castlegate.
Chartered financial planners in Nottingham.

Nottingham financial advisers

Do you need help crafting a financial plan? Are you looking to address a specific issue (e.g. with your pension) or perhaps bring multiple areas of your wealth and finances under a united set of goals? Here at Castlegate, our team of financial planners is here to help.

Over the last 25 years, our team has worked with clients across Nottingham, Leicester and Lincoln to help them achieve their financial goals. We strongly believe that good advice should be readily available to local people. Since Castlegate’s birth in 1994, our offices have expanded into multiple areas including Skegness, Stamford and Newark to help make quality financial advice more accessible to people across the East Midlands.

Our services include the major areas of financial planning including pensions, protection, IHT (inheritance tax), estate planning, tax planning, investment planning, wealth management and also financial planning for businesses. It might be that you need assistance in multiple areas and need guidance on how to bring these different areas together into a single financial plan. If so, then our experienced team can point you in the right direction.

Another great benefit of a financial planner is having access to a professional ear when you have burning questions or worries about your finances. Quite often, the value we provide is not just crafting your financial plan – it is providing assurances, insights and a “sounding board” in those moments when you need a qualified second opinion. Our team is well-known for having wonderful staff who are approachable and ready to listen.

Who are Castlegate?

Castlegate is a Chartered Financial Planning firm with its head office in Grantham. This status (Chartered) is widely seen as the best qualification that a UK financial planning business can attain. It is only given to teams which have achieved exceptional levels of knowledge, skills and service. So, if you are looking for a financial planner in Nottingham who is not only personable but also highly competent, you have come to the right place!

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

Callum Tindall

Financial Planner

Callum joined Castlegate in 2023 and has worked in the financial services industry since 2017. Callum originally joined…

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