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Planning for tomorrow, today.

Planning for Your Future

At Castlegate Financial Management Ltd our aim is to ensure that you have the best possible advice when planning your financial future.

Throughout our website you will find a wealth of information on a variety of financial topics and useful tools to help you gain a better understanding of the complexities of personal financial planning.

Click on an area below to find out more or you can e-mail us with a general enquiry. Our contact details are listed on Contact Us page of our website, including our location map.

Financial Planning

Wealth Management


Inheritance Tax (IHT)

Tax Planning

Services for Business