Castlegate Financial Management
Initial consultation free
Independent
For over 30 years we’ve supported people and businesses across the East Midlands, London and beyond with retirement planning, business protection, investments, tax planning and legacy advice, delivering clarity now and lasting confidence for the future.
We can advise you on
Clients
helped
helped
Recently added
Minimum
pension value
pension value
£500k+
Minimum
wealth
wealth
£500k+
Minimum
mortgage value
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mrs Becky Womble
Chartered Financial Planner
Mr Adam Thompson
Chartered Financial Planner
What our clients say
ms
Mr S Weedon
I called on Castlegate Financial Management to guide me through my investment options when I retired. I was delighted with their very professional and thorough service.
mj
Mr J Campion
I have always found Castlegate to be knowledgeable, helpful and trustworthy in providing pension, insurance and savings advice to me over a number of years. Castlegate have given me the confidence to trust their advice as it's proven to be correct over the many years they have been helping me.
md
Mr D & Mrs B Edwards
Our initial impression is that Castlegate is a first-class company to deal with and all the people we come into contact with couldn’t be more helpful. During our meeting we were so impressed by the way our individual needs were understood and taken into account
mn
Mr N Rudolph
One of the things I really like about Castlegate is that you and your colleagues have never pushed me into doing something I don’t want or need. On the contrary, your advice has always been something I can trust.
Contact us
Compliance
Castlegate Financial Management is an independent financial adviser, which means we provide expert financial advice and recommend solutions from across the whole market, unlike some firms who may be restricted to specific providers or products.
Legal information
While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.
Access to and use of this online directory is subject to unbiased.co.uk website terms and conditions and privacy policy.