Castlegate Financial Management
Financial Services
Grantham, Lincolnshire, United Kingdom
23 employees
- Employees
- 23
- Contacts
- 1
- Emails
- 1
Castlegate Financial Management Overview
- Headquarters
- Grantham, Lincolnshire, United Kingdom
- Phone Number
- Available in AeroLeads
- Website
- casfin.co.uk
- Industry
- Financial Services
- Employees
- 23
- Founded
- 1994
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Castlegate Financial Management
Castlegate Financial Management is a well established independent financial advisory business that has achieved chartered status. Operating from its head office in Grantham it serves clients across the region, meeting with clients at their homes, business premises or at its sister business unit sites across the East Midlands. Our capabilities and passion for the highest quality service mean you can enjoy the best of both worlds - dedicated personal service an tailored wealth solutions. Working within the Duncan & Toplis group, our services are available from 11 offices covering Lincolnshire, Leicestershire and Nottinghamshire to provide help and guidance to clients, irrespective of circumstances Whatever your financial requirements, be they corporate or personal affairs, Castlegate Financial Management offer fully independent advice from our team of experienced advisers.
Castlegate Financial Management Contact Details
- People in AeroLeads
- 4
- With contact data
- 1
- Email contacts
- 1
- 25.0% coverage
Castlegate Financial Management Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Peter Wilson | Executive Leader - CEO - Md - Non-exec Chair | United Kingdom |
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| Natalie Mckenzie | Front of House Administrator |
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| Nick Lawson | Chartered Financial Planner at Castlegate Financial Management Ltd |
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| Shane Sale | Head of Talent - Neurodiversity Champion - Driving Inclusive, Future-ready Workforces |
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Employees by Management Level
Individual contributor
8 profiles
Manager
2 profiles
Executive
1 profile
VP / Head
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 4 | 3 | 1 |
| Sales | 1 | 1 | 0 |
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