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Castlegate Financial Management Limited

Castlegate Financial Management Limited is an 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
Active since incorporation
Company No
02077374
Private limited company
Age
38 years
Incorporated 26 November 1986
Size
Small
Balance sheet is under £7.5M
Under 50 employees
Confirmation
Submitted
Dated 26 April 2025 (4 months ago)
Next confirmation dated 26 April 2026
Due by 10 May 2026 (8 months remaining)
Last change occurred 1 year 4 months ago
Accounts
Submitted
For period 1 Apr31 Mar 2024 (1 year)
Accounts type is Small
Next accounts for period 31 March 2025
Due by 31 December 2025 (3 months remaining)
Contact
Address
8 Castlegate
Grantham
Lincolnshire
NG31 6SE
Same address for the past 6 years
Telephone
01476591022
Email
Available in Endole App
People
Officers
4
Shareholders
1
Controllers (PSC)
1
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
Shareholders, PSCs & Group Structure
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Mutual Companies
Castlegate Independent Financial Advisers Limited
Nicholas Edwin Gardner, Graeme Hills, and 2 more are mutual people.
Active
Castlegate Pension Administration Limited
Nicholas Edwin Gardner, Graeme Hills, and 2 more are mutual people.
Active
Castlegate Trustees Limited
Nicholas Edwin Gardner, Graeme Hills, and 2 more are mutual people.
Active
Castlegate Wealth Management Limited
Graeme Hills, Andrew Clive Severn, and 1 more are mutual people.
Active
Castlegate Wealth (Holdings) Limited
Graeme Hills, Andrew Clive Severn, and 1 more are mutual people.
Active
Duncan & Toplis Trustees Limited
Graeme Hills and Andrew Clive Severn are mutual people.
Active
W. H. Strawson (Farms) Limited
Andrew Clive Severn is a mutual person.
Active
W. H. Strawson (Notts.) Limited
Andrew Clive Severn is a mutual person.
Active
Brands
Castlegate Financial Management
Castlegate Financial Management is an independent financial advisory business that has achieved chartered status.
Financials
Net Assets, Total Assets & Total Liabilities (2015–2024)
Period Ended
31 Mar 2024
For period 31 Mar31 Mar 2024
Traded for 12 months
Cash in Bank
£444.27K
Increased by £299.02K (+206%)
Turnover
Unreported
Same as previous period
Employees
34
Same as previous period
Total Assets
£1.42M
Increased by £358.56K (+34%)
Total Liabilities
-£234.23K
Increased by £102.05K (+77%)
Net Assets
£1.19M
Increased by £256.51K (+28%)
Debt Ratio (%)
16%
Increased by 4.04% (+32%)
Latest Activity
Confirmation Submitted
4 Months Ago on 1 May 2025
Andrew Clive Severn Resigned
5 Months Ago on 31 Mar 2025
Mr Peter Wilson Appointed
7 Months Ago on 3 Feb 2025
Small Accounts Submitted
8 Months Ago on 20 Dec 2024
New Charge Registered
8 Months Ago on 19 Dec 2024
Mr Nicholas Edwin Gardner Details Changed
1 Year 2 Months Ago on 11 Jun 2024
Duncan & Toplis Group Limited (PSC) Details Changed
1 Year 4 Months Ago on 8 May 2024
Duncan & Toplis Group Limited (PSC) Details Changed
1 Year 4 Months Ago on 8 May 2024
Confirmation Submitted
1 Year 4 Months Ago on 8 May 2024
Mr Andrew Clive Severn Details Changed
1 Year 4 Months Ago on 23 Apr 2024
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Documents
Confirmation statement made on 26 April 2025 with no updates
Submitted on 1 May 2025
Appointment of Mr Peter Wilson as a director on 3 February 2025
Submitted on 9 Apr 2025
Termination of appointment of Andrew Clive Severn as a director on 31 March 2025
Submitted on 9 Apr 2025
Accounts for a small company made up to 31 March 2024
Submitted on 20 Dec 2024
Registration of charge 020773740003, created on 19 December 2024
Submitted on 19 Dec 2024
Director's details changed for Mr Nicholas Edwin Gardner on 11 June 2024
Submitted on 19 Jun 2024
Memorandum and Articles of Association
Submitted on 18 May 2024
Resolutions
Submitted on 18 May 2024
Change of details for Duncan & Toplis Group Limited as a person with significant control on 8 May 2024
Submitted on 9 May 2024
Confirmation statement made on 26 April 2024 with updates
Submitted on 8 May 2024
Repayment History
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