Our capabilities and passion for the highest quality service mean you can enjoy the best of both worlds - dedicated personal service and tailored wealth solutions. James has worked in Financial Services since 2018, he initially worked as an Administrator and Paraplanner whilst studying for the Regulated Diploma in Financial Planning from the Chartered Insurance Institute.

James started working at Castlegate in 2022 and is currently pursuing Chartered Financial Planner status, he is passionate about helping people understand and organise their finances in a way that enables them to achieve their goals.

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About Us Report

Castlegate Financial Management is a well established independent financial advisory business that has achieved chartered status. Operating from its head office in Grantham, Castlegate is proud to have now spent 25 years serving clients across the region, meeting with clients at their homes, business premises or at unit sites of its sister businesses across the East Midlands.

Our Services Report

At Castlegate Financial Management Ltd our aim is to ensure that you have the best possible advice when planning your financial future. Throughout our website you will find a wealth of information on a variety of financial topics and useful tools to help you gain a better understanding of the complexities of personal financial planning.

Financial Planning Report

Financial Planning is, in essence, creating a route map to ensure you achieve your financial goals and financial security whatever uncertainties you encounter. It involves making the most of your money and provides peace of mind. The services we offer encompass all aspects of financial planning so you make the right decisions at the right time - it is not just about buying a financial product.

Wealth Management Report

Wealth, just like your health, must be carefully preserved. Your assets need to be protected against the potential threats of erosion by taxation, the effects of inflation and investment risks. Whatever your level of wealth, there is nothing wrong in making the decision to prepare a risk aversion strategy.

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