Castlegate Financial Management Limited
Castlegate Financial Management Limited
Trading as: Castlegate Financial Management
#02077374 • Active
B2cServices
Castlegate Financial Management is a well-established independent financial advisor firm that provides personalized financial planning and wealth management services. Their team of experienced advisors guides clients through retirement planning, investments, tax strategies, and more.
Founded: 26/11/1986
Industries: Financial intermediation not elsewhere classified
Website: https://casfin.co.uk
Phone: Subscribe to view
Email: Subscribe to view
Location: Skegness
Products
- General Investment Account (gia)
Services
- Annuities
- Executive Pension Plan
- Financial Planning
- Health & Life Insurance
- Income Drawdown / Unsecured Pension
Financial Snapshot
Last accounts made up to 31 March 2024
Next accounts due 31 December 2025 (7 months)
Cash in Bank £145,256
↓ -65%
Employees 32
↑ 0%
Directors
Name | Role | Appointed ↓ | Nationality | Age |
|---|---|---|---|---|
| Peter David Wilson | Director | 03/02/2025 | British | 58 years |
| Graeme Hills | Director | 01/04/2016 | British | 43 years |
| Nicholas Edwin Gardner | Independent Financial Advisor | 03/02/1994 | British | 62 years |
Role:
Director
Appointed:
03/02/2025
Nationality:
British
Age:
58 years
Role:
Director
Appointed:
01/04/2016
Nationality:
British
Age:
43 years
Role:
Independent Financial Advisor
Appointed:
03/02/1994
Nationality:
British
Age:
62 years
People with Significant Control
| Name | Nature of Control | Notified On | Nationality |
|---|---|---|---|
| Duncan & Toplis Group Limited | Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent, Right To Appoint And Remove Directors | 25/09/2023 | United Kingdom |
Nature of Control:
Ownership Of Shares 75 To 100 Percent, Voting Rights 75 To 100 Percent, Right To Appoint And Remove Directors
Notified On:
25/09/2023
Nationality:
United Kingdom
Financial Accounts
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Charges
3 charges registered
Investec Bank PLC (As Security Agent and Trustee for the Beneficiaries) Outstanding
Created 19/12/2024All current and future land (except for any restricted land) and intellectual property (except for a...
#020773740003 Negative Pledge
Investec Bank PLC (As Security Agent and Trustee for the Beneficiaries) Outstanding
Created 22/01/2024All current and future land (except for any restricted land) and intellectual property (except for a...
#020773740002 Negative Pledge
Properties
1 property
Regions
1
Freehold
1
Leasehold
0
EAST MIDLANDS
Land on the South side of Town Drove, Quadring
Freehold
Added 22/04/2004 • SOUTH HOLLAND
Grants
No grant information available
Government Council Contracts Beta
No council contracts found
Company Filings
| Date | Category | Description | Document |
|---|---|---|---|
| 01/05/2025 | Confirmation Statement | Confirmation Statement With No Updates | View (3 pages) |
| 09/04/2025 | Officers | Appoint Person Director Company With Name Date | View (2 pages) |
| 09/04/2025 | Officers | Termination Director Company With Name Termination Date | View (1 page) |
| 20/12/2024 | Accounts | Accounts With Accounts Type Small | View (8 pages) |
| 19/12/2024 | Mortgage | Mortgage Create With Deed With Charge Number Charge Creation Date | View (82 pages) |
| 19/06/2024 | Officers | Change Person Director Company With Change Date | View (2 pages) |
| 18/05/2024 | Incorporation | Memorandum Articles | View (19 pages) |
19/12/2024 Mortgage
Mortgage Create With Deed With Charge Number Charge Creation Date