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

Paul Newton

Compliance Manager

Paul is the firm’s Compliance Manager ensuring the quality of financial advice is of the highest standard. He is a Chartered Financial Planner, a Fellow of the Personal Finance Society…

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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…

The July 2020 “Mini Budget”: Highlights & How it Affects You

| Featured | No Comments

Many media outlets and pundits anticipated that the Chancellor’s Summer Economic Update would not contain major policy developments. Yet there was a range of announcements that will likely have important implications for the UK economy…

The Women Missing Out On The State Pension

| Pensions | No Comments

At Castlegate, we’ve noted some recent enquiries about the state pension and how women are affected by the rules. In short, many women who reached retirement age before April 2016 may be losing out on thousands of pounds from their state pension. The reason for this is widely unknown and we wanted to draw your attention to it here, in case you are affected.

How To Be A Prudent “Bank Of Mum And Dad”

| Financial Planning | No Comments

It’s a well-known fact that, in recent years, increasing numbers of younger people have been turning to their parents for help with their house deposit. Indeed, in 2013 the average UK house price stood £180,548 yet by 2018 it was £248,233 – outpacing earnings growth each year by 11%.

Should You Rely On Property To Fund Long Term Care?

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Did you know that the average cost for a room in a residential care home is £45,760 per year? With such staggering costs, it’s little wonder that people here in Lincolnshire and across the UK are facing deep questions about how they will fund their long term care.