Company profile

Castlegate Financial Management

Plan Today, For All of Your Tomorrows

Industry
Financial Services
Employees
24
Headquarters
Grantham, Lincolnshire
Founded
1994
LinkedIn followers
702
Office locations
14

Castlegate Financial Management company summary

Castlegate Financial Management is a company in the Financial Services industry, headquartered in Grantham, Lincolnshire, founded in 1994. On LinkedIn the company has around 24 employees and 702 followers. The company lists 14 office locations. Its listed specialties include Financial Planning, Investment Services, Retirement Planning, Protection Strategies, Tax Planning.

What technology does Castlegate Financial Management use?

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About Castlegate Financial Management

At Castlegate, a Duncan & Toplis company, part of the Kinbrook Group, we believe your dreams and passions drive your future hope and expectations. That’s why our independent chartered financial planners and dedicated client support team invest the time to understand what really matters to you - unlocking deeper insights and opportunities you thought might not be possible. We work with individuals, families, employers and their teams nationwide and across sector. Whether you need support with planning your dream retirement, protecting your business and employees, building your wealth with personal investment advice, securing your legacy or ensuring your tax planning works for you, we are here to listen and work with you to build an exciting future plan for all your tomorrows.

Specialties

Financial PlanningInvestment ServicesRetirement PlanningProtection StrategiesTax PlanningBusiness SolutionsCashflow ForecastingTrust Services

Where is Castlegate Financial Management located?

Castlegate Financial Management lists 14 office locations.

Grantham, Lincolnshire NG31 6SE, GBHQ
8 Castlegate
Boston, Lincolnshire PE21 7TT, GB
5 Resolution Close
Derby, DE24 8ZS, GB
Pinnacle House
Leicester, LE1 3RW, GB
Park House
Lincoln, Lincolnshire LN6 3QR, GB
4 Henley Way
London, England EC1M 4JN, GB
82 Saint John Street
Loughborough, Leicestershire LE11 5RE, GB
The Gables
Louth, Lincolnshire LN110LJ, GB
15 Chequergate
Melton Mowbray, Leicestershire LE13 1TT, GB
26 Park Road
Newark, Nottinghamshire NG24 1TW, GB
14 London Road
Skegness, Lincolnshire PE25 2AT, GB
27 Lumley Avenue
Sleaford, Lincolnshire NG34 7BJ, GB
18 North Gate
Spalding, Lincolnshire PE11 3YR, GB
Enterprise Way
Stamford, Lincolnshire PE9 2PA, GB
14 All Saints' Street

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Frequently asked questions about Castlegate Financial Management

What does Castlegate Financial Management do?

At Castlegate, a Duncan & Toplis company, part of the Kinbrook Group, we believe your dreams and passions drive your future hope and expectations. That’s why our independent chartered financial planners and dedicated client support team invest the time to understand what really matters to you - unlocking deeper insights and opportunities you thought might not be possible. We work with individuals, families, employers and their teams nationwide and across sector. Whether you need support with planning your dream retirement, protecting your business and employees, building your wealth with personal investment advice, securing your legacy or ensuring your tax planning works for you, we are here to listen and work with you to build an exciting future plan for all your tomorrows.

How many employees does Castlegate Financial Management have?

Castlegate Financial Management has around 24 employees on LinkedIn.

Where is Castlegate Financial Management headquartered?

Castlegate Financial Management is headquartered in Grantham, Lincolnshire.

Where does Castlegate Financial Management have offices?

Castlegate Financial Management lists 14 office locations, including Grantham, Lincolnshire NG31 6SE, GB; Boston, Lincolnshire PE21 7TT, GB; Derby, DE24 8ZS, GB; Leicester, LE1 3RW, GB; Lincoln, Lincolnshire LN6 3QR, GB.

When was Castlegate Financial Management founded?

Castlegate Financial Management was founded in 1994.

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