Castlegate Financial Management

Castlegate Financial Management is an independent financial advisory business that has achieved chartered status. It operates from its head office in Grantham and has been serving clients across the East Midlands for over 30 years, providing financial advice and wealth solutions.
  • Pensions
  • Investments
  • Tax Planning
  • Wealth Management
  • Financial Planning
  • Cashflow Forecasting
  • Services for Business
  • Health & Life Insurance
  • Inheritance Tax (IHT) advice

Size
Small
Phone
01476 855 585
Email
Available in Endole App
Locations
27-29 Lumley Ave, PE25 2AT
8:30 - 17:00
8 Castlegate, NG31 6SE
01476855585
8:30 - 17:00
Digital Popularity
Social Media
Competitors
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Warwick Wealth Management
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RetireInvest Financial Services
RetireInvest is a firm of financial advisers specialising in providing advice on pensions, investments, inheritance tax planning, wealth and personal protection, and tax planning.
Company Details
Castlegate Financial Management is operated by Castlegate Financial Management Limited and is a Active company incorporated on 26 November 1986 with the registered office located in Grantham, Lincolnshire. Castlegate Financial Management Limited was registered 38 years ago.

Status
Active
Size
Small
Directors
4
Age
38 years old
Employees
34
Turnover
Unreported
Total Assets
£1.42M
Cash in Bank
£444.27K
Total Liabilities
-£234.23K

Director • Accountant • British • Lives in England • Born in Nov 1959
Director • British • Lives in England • Born in Aug 1981
Director • Independent Financial Advisor • British • Lives in England • Born in May 1963
Director • British • Lives in England • Born in Mar 1967
Duncan & Toplis Group Limited
PSC
Teams
All
16
Finance
12
Administration
4
Management
3
Deputy Office Manager • Joined Apr 2013
Office Manager • Joined Oct 2018
Managing Director • Joined Feb 2025
SSAS Account Manager
Financial Services Administrator • Joined Aug 2024
Front Of House Administrator • Joined Apr 2021
Independent Financial Advisor • Joined Jun 2021
Paraplanner • Joined Jan 2023
Independent Financial Planner • Joined Nov 2023
Paraplanner • Joined Feb 2023
SSAS Account Manager
Financial Services Administrator • Joined Aug 2024
Independent Financial Advisor • Joined Jun 2021
Paraplanner • Joined Jan 2023
Independent Financial Planner • Joined Nov 2023
Paraplanner • Joined Feb 2023
Paraplanner
Independent Financial Adviser • Joined Jul 2004
Financial Planner • Joined Nov 2023
Financial Advisor
Deputy Office Manager • Joined Apr 2013
Office Manager • Joined Oct 2018
Financial Services Administrator • Joined Aug 2024
Front Of House Administrator • Joined Apr 2021
Deputy Office Manager • Joined Apr 2013
Office Manager • Joined Oct 2018
Managing Director • Joined Feb 2025
View 16 members