Welcome

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You have found us because you are looking for sound, financial advice. As professional Independent Financial Advisers, Castlegate Financial Management Ltd are authorised to deal with many forms of financial services, and specialise in giving advice to clients on a wide range of subjects to assist with personal financial planning.

We listen to your needs, and offer clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

Peter Townsend
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.

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