At Castlegate we are dedicated to providing a high quality personal service and tailored wealth solutions. See what our clients have to say about their experiences…


Mrs N Faulkner

“I met Lisa nearly 2 years ago when she completed a pension review for me. Since then she has worked hard to transfer my pensions and helped me make sense out of chaos. I have found both Lisa and Castlegate very professional and knowledgeable and as a result, I have been able to retire at least 10 years earlier than predicted. Having witnessed my success family members have also confidently transferred to Castlegate. We cannot thank Lisa and her team enough.”


Mr N R

“One of the things I really like about Castlegate is that you and your colleagues have never pushed me into doing something I don’t want or need. On the contrary, your advice has always been something I can trust.”


Mrs J Kirk

“Thank you for looking after our investments, your help has been much appreciated”.


Mrs M Swanwick

“Lisa’s help and assistance has been invaluable”.


Mrs M Swanwick

“I contacted Castlegate when I was in need of advice on where to best invest my pension”.


Mr S W

“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”.


Mr T B

“Nicola Brown of Castlegate has been extremely professional and helpful in assisting me in answering the many pension questions that I had”.


Mr T B

“Castlegate are incredibly professional and supportive in their approach and the way in which they treated me as a client. They listened to my requirements, investigated and reviewed my circumstances and advised me very well. Castlegate responded to all of my questions very efficiently and kept me informed at all times in a clear and easy to comprehend manner. I am very happy with the work that Castlegate did 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 D Maclaren

‘I’m very grateful and value what you do for me”.


Mr A & Mrs V T

“With expertise such as this we could certainly recommend CFM to anyone wishing to seek financial advice”.


Mr M D

“I would recommend Castlegate Financial Management for their guidance and expertise in the process of recommending an appropriate investment product”.


Mr T M

“My sincere thanks to Nick for his advice”