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Local Financial Advice
View our servicesChartered Financial Planners
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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Nick Lawson
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Nick Lawson
Chartered Financial Planner
Nick has been with the firm since it started in 1994 and has been connected with Duncan & Toplis since leaving the Kings School in 1979. Nick is Castlegate’s longest serving Financial Planner, has achieved Chartered Financial Planner status and is an Associate of the Personal Finance Society. Nick has an extensive portfolio of clients specialising in investment, estate planning and portfolio management. Nick is a keen golfer and a qualified football referee. Nick hosts Castlegate’s Annual Charity Golf Day in aid of local charities.
Email: nick.lawson@casfin.co.uk
Chartered Financial Planner
Nick has been with the firm since it started in 1994 and has been connected with Duncan & Toplis since leaving the Kings School in 1979…
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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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To find out more about our financial services, speak to an adviser today on 01476 855 585 or book a consultation below.
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.
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