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
Locations
Digital Popularity
Social Media
LinkedIn222 Followers
Competitors
Magenta Financial Planning is dedicated to empowering individuals to make informed financial decisions with confidence and clarity.
Warwick Wealth Management Ltd are financial advisers with over 25 years of industry experience, based in Streetly, Sutton Coldfield.
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
Teams
16
12
12
4
Office Manager • Joined Oct 2018
Deputy Office Manager • Joined Apr 2013
Managing Director • Joined Feb 2025
SSAS Account Manager
Financial Services Administrator • Joined Aug 2024
Front Of House Administrator • Joined Apr 2021
Independent Financial Adviser • Joined Jul 2004
Independent Financial Advisor • Joined Jun 2021
Paraplanner
Financial Planner • Joined Nov 2023
Office Manager • Joined Oct 2018
Deputy Office Manager • Joined Apr 2013
Managing Director • Joined Feb 2025
Independent Financial Adviser • Joined Jul 2004
Independent Financial Advisor • Joined Jun 2021
Paraplanner
Financial Planner • Joined Nov 2023
Paraplanner • Joined Jan 2023
Paraplanner • Joined Feb 2023
Independent Financial Planner • Joined Nov 2023
SSAS Account Manager
Financial Services Administrator • Joined Aug 2024
Independent Financial Adviser • Joined Jul 2004
Independent Financial Advisor • Joined Jun 2021
Paraplanner
Financial Planner • Joined Nov 2023
Paraplanner • Joined Jan 2023
Paraplanner • Joined Feb 2023
Independent Financial Planner • Joined Nov 2023
Financial Planner • Joined Jun 2023
Office Manager • Joined Oct 2018
Deputy Office Manager • Joined Apr 2013
Financial Services Administrator • Joined Aug 2024
Front Of House Administrator • Joined Apr 2021
View 16 members