Welcome to Castlegate Financial Management

Planning for tomorrow, today.

Chartered 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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Meet The Team View All

Nick Gardner

Director

Nick is a Director of Castlegate and has been assisting the board since the company formation in 1994, currently Managing Director of the InvestAcc Group…

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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 591022 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.

Latest from Castlegate…

4 Pension Planning Pitfalls to Avoid

| Pensions | No Comments

Organising your pension ahead of time is arguably one of the most important and beneficial decisions you’ll ever make. For most people, their pension(s) will form the pillar of their retirement income, which has big implications for your financial security and quality of lifestyle once you reach later life.

Is Inheritance Tax a Voluntary Tax?

| Taxation | No Comments

Many people are resigned to the idea that they will have to pay a large inheritance tax (IHT) bill on their estate one day. However, is this the case? In 2014, left-wing politician Tony Benn made headlines by leaving a £5m estate to his children whilst avoiding a large IHT bill.

Business Sale: How Should I Invest the Proceeds?

| Investments | No Comments

Selling a business which you have spent many years building is a huge decision. Not only are there significant emotions to process as you “let go of your baby”, there are also huge tax and financial planning implications to consider. In particular, what should you do with the capital you receive from the business sale?

Investing for Income: A Short Guide

| Investments | No Comments

Everyone’s financial goals are different. For many people (e.g. lots of people approaching retirement) their investment strategy might be primarily geared towards wealth preservation, perhaps to insulate their capital from market shocks as they prepare to buy an annuity.