Welcome

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You have found us because you are looking for sound, unbiased and professional independent financial advice. As a firm of Chartered Financial Planners offering independent financial advice, Castlegate Financial Management Ltd is authorised to deal with the many forms of financial services and products, sourced from the wider market. We specialise in giving bespoke advice to clients, seeking to forge long term client relationships.

We listen to your concerns, understand your goals and offer clear, jargon free advice to ensure your future aspirations are achieved.

Andy Severn
Managing Director

Castlegate Financial Management is a well established independent financial advisory business that has achieved chartered status.

Operating from its head office in Grantham it serves clients across the region, meeting with clients at their homes, business premises or at its sister business unit sites across the East Midlands.

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.

Our services are available from 11 offices covering Lincolnshire, Leicestershire and Nottinghamshire to provide help and guidance to clients, irrespective of circumstances.

Whatever your financial requirements, be they corporate or personal affairs, Castlegate Financial Management offer fully independent advice from our team of experienced advisers.