Business Details
32 Years
experience
Trusted Financial Advisers in Grantham | Castlegate Financial Management
Castlegate Financial Management is a well-established independent financial advisory business that has achieved Chartered status and is recognised in the FTAdviser Top 100 Firms 2025. With over 30 years of experience, we provide fully independent advice from our team of experienced advisers to personal and corporate clients. Our services include investment management, retirement planning, and protection solutions, delivered with a commitment to dedicated personal service and tailored wealth solutions. Operating from our head office in Grantham, we serve clients across the East Midlands and London, offering appointments in-person and online. Our team holds prestigious qualifications and memberships, including Chartered Financial Planner status and affiliation with the Chartered Insurance Institute.We are authorised and regulated by the Financial Conduct Authority, ensuring adherence to the highest standards of professionalism and client care. Our passion for excellence is reflected in our recognition as the inaugural winner of the Duncan & Toplis Group's Client Champion Award in 2024. We combine decades of industry expertise with a client-focused approach, providing bespoke financial strategies that evolve with changing market conditions and client needs. Our advisers are regularly featured in industry guides such as VouchedFor's Top Rated Financial Adviser Guide. We maintain a strong commitment to ongoing professional development and community engagement, as evidenced by our team's involvement in local charitable initiatives.
Services
Financial Planning
Wealth Management
Pensions
Investments
Tax Planning
Cashflow Forecasting
Inheritance Tax
Business Services
Details
- Year established: 1994
Highlights and features
- Chartered Financial Planning status since 1994
- Award-winning client service excellence
- 30+ years of independent financial advisory experience
- Team of VouchedFor Top Rated Advisers
- Regulated by the Financial Conduct Authority
Associations and certifications
- Chartered Insurance Institute
- Financial Conduct Authority
- Cyber Essentials Certified
What people say
Guidance and expertise
Professional and thorough service
Delighted with service
20+ years of support
Swift and efficient transfers
Services
Financial Planning
Our financial planning service creates bespoke roadmaps to achieve your financial goals through strategic asset allocation and risk management. We assess your current situation, define objectives, and implement adaptive strategies that evolve with market conditions and personal circumstances. With a focus on long-term relationships, we provide ongoing monitoring and adjustments to ensure your plan remains aligned with your aspirations while maintaining compliance with UK regulatory standards.
Wealth Management
Wealth management services focus on preserving and growing your assets through tax-efficient strategies and diversified investment portfolios. Our approach addresses risks from inflation, taxation, and market volatility while maintaining liquidity for immediate needs. We develop customised plans that balance growth objectives with capital preservation, incorporating estate planning and intergenerational wealth transfer solutions to safeguard your financial legacy.
Pensions
Our pension specialists help maximise retirement income through comprehensive reviews of existing schemes and strategic contributions planning. We offer expertise in Self-Administered Pension Schemes (SSAS), SIPP management, and workplace pension optimisation. The service includes tax-efficient withdrawal strategies, state pension assessments, and regular reviews to ensure your retirement funds remain on track to meet your lifestyle requirements.
Investments
Investment management services focus on building diversified portfolios aligned with your risk tolerance and financial objectives. We offer access to a wide range of investment vehicles including ISAs, unit trusts, and offshore collectives. Our approach combines active monitoring with periodic rebalancing to maintain optimal performance, while providing transparent reporting and regular strategy reviews to adapt to changing market conditions and personal circumstances.
Tax Planning
Tax planning services aim to legally minimise tax liabilities across income, capital gains, and inheritance taxes. We develop strategies incorporating tax-efficient investments, trust structures, and charitable giving to optimise your financial position. Our approach considers evolving legislation to ensure compliance while maximising after-tax returns, with regular reviews to adapt to regulatory changes and personal circumstances.
People
Kevin Adlington
Financial Planner
With over 32 years' experience, Kevin specialises in investment, pension, and estate planning. He joined Castlegate in 2023, focusing on simplifying financial products for clients. He enjoys sports and community involvement.
Heather Hodson
Chartered Financial Planner
A 2004 joiner with Advanced Diploma qualifications, Heather specialises in corporate investment and tax planning. Winner of 2024 Duncan & Toplis Client Champion Award, she combines technical expertise with baking and travel interests.
Nick Lawson
Chartered Financial Planner
Since 1994, Nick has provided investment and estate planning advice. A qualified football referee, he hosts annual charity golf events and holds Associate status with the Personal Finance Society.
Peter Wilson
Managing Director
Leading Castlegate since 2017, Peter chairs investment committees and oversees strategic growth. With prior roles at Legal & General, he combines financial expertise with humanitarian work and outdoor activities.
Jamie Moore
Head of Operations
Since 2017, Jamie has managed operations while holding leadership and financial planning qualifications. He focuses on technology integration and enjoys active lifestyle pursuits with his miniature dachshund.
Questions
What financial services do you offer?
We provide comprehensive financial planning, pensions, investments, tax planning, wealth management, and business services tailored to individual and corporate needs.
Are you regulated by the FCA?
Yes, we are authorised and regulated by the Financial Conduct Authority (FCA No. 169777) and hold Chartered status.
How can I review my pension?
We offer free pension reviews to assess your current provisions and recommend optimised retirement strategies.
Do you serve businesses as well as individuals?
Yes, we provide tailored financial solutions for both personal and corporate clients, including business pension schemes.
What areas do you cover?
We operate from Grantham with advisers serving Lincolnshire, Leicestershire, Nottinghamshire, and surrounding regions.
