Kevin has over 32 years of experience in financial planning and joined Castlegate in 2023, specialising in investment, pension, protection and estate planning. Kevin believes the key role of an adviser is to simplify financial services and products to enable clients to achieve their objectives and goals. Outside of work Kevin is an enthusiastic sportsperson and enjoys playing football and table tennis.

Lucy originally joined the financial services industry in 2021 and has been a member of the Castlegate team since 2023. Lucy has obtained the Level 4 Diploma for Financial Advisers from The London Institute of Banking & Finance, now known as Walbrook Institute London. Lucy has a key focus on demystifying the complexities of the financial world and was featured in the VouchedFor Top Rated Financial Adviser Guide for 2025. Lucy is a member of Castlegate’s Marketing Committee, representing the Financial Planner team. Beyond her professional pursuits, Lucy finds joy in Formula One, horse riding, and riding her motorbike in the summer months.

Lauren joined the Castlegate team in 2016 and now works as a Financial Planner, advising and supporting our individual, family and business clients in all aspects of their financial planning. Lauren holds the Diploma in Regulated Financial Planning by the CII and is now working towards Chartered Financial Planner status. Outside of work, Lauren enjoys spending time with her family and friends, travelling and long country walks with her two dogs.

Heather joined Castlegate in 2004 and attends the firm’s Management Board as one of its longest serving Financial Planners. Heather holds the Advanced Diploma in Financial Planning from the Chartered Insurance Institute and advises in all aspects of personal and corporate investment and protection, together with retirement and tax planning. Heather was the inaugural winner of the Duncan & Toplis Group’s Client Champion Award in 2024, owing to her excellent client care and service. Heather lives locally, has a keen interest in baking and enjoys travelling.

Nick has been with the firm since it started in 1994 and has been connected with Duncan & Toplis since leaving the Kings School in 1979. Nick is Castlegate’s longest serving Financial Planner, has achieved Chartered Financial Planner status and is an Associate of the Personal Finance Society. Nick has an extensive portfolio of clients specialising in investment, estate planning and portfolio management. Nick is a keen golfer and a qualified football referee. Nick hosts Castlegate’s Annual Charity Golf Day in aid of local charities.

Adam joined Castlegate after graduating from university in 2015 and now works as a Financial Planner, advising in all aspects of both personal and corporate financial planning and attending Castlegate’s Operations Board. Adam holds the Advanced Diploma in Financial Planning from the Chartered Insurance Institute and has achieved Chartered Financial Planner status. Outside of work, Adam enjoys playing sport and is an avid cricket fan.

Callum joined Castlegate in 2023 and has worked in the financial services industry since 2017. Callum originally joined as a member of the paraplanning team and soon progressed into the Financial Planner role. Callum holds the Diploma in Regulated Financial Planning by the CII and also has a Doctorate in International Politics from the University of Nottingham. In his free time, Callum is a sporting enthusiast, playing cricket and football. He also likes to connect football to another passion of his, travelling, by visiting various sporting stadiums across the world. 

Becky joined Castlegate in 2023 with 12 years of financial services experience. Becky originally started in the industry as an Administrator throughout college and university, before working as a Paraplanner whilst studying to become a Financial Adviser. Becky has recently achieved Chartered Financial Planner status. Becky has featured in the VouchedFor Top Rated Financial Adviser Guide four years running for 2022, 2023, 2024 and 2025. Becky helps to simplify the complex world of financial services for clients, working with them to plan their future. Outside of work, Becky loves to travel and to practice yoga and the aerial arts.

Nicol joined Castlegate in 2025 as part of our administration team, supporting our Financial Planners and clients. Nicol has a strong background in finance and will soon be working towards the Diploma in Regulated Financial Planning. Outside of work, Nicol enjoys going to festivals and live music events, hiking and dining out.

Andrew joined Castlegate in 2025, bringing almost 10 years’ experience in compliance. He holds an MA in Politics and Social Policy from the University of Nottingham, the CII Diploma in Financial Planning, and additional qualifications from the International Compliance Association and the London Institute of Banking and Finance. Outside of work, Andrew enjoys spending time with his family, as well as the theatre, reading and snooker. He’s also an avid (and long-suffering) supporter of Grimsby Town Football Club.

Sophia joined the team in 2023, having previously worked in the dental industry. Sophia found herself wanting a fresh challenge and a career change, which led her to Castlegate. Sophia currently provides financial administration support to one of Castlegate’s Financial Advisers. In her spare time, Sophia enjoys spending time with her family, especially her two young nieces.

Natasha joined Castlegate in 2025, with a background working in education. Natasha is a member of our administration team and provides support to our financial planning team and clients. Outside of work, Natasha enjoys reading, learning new skills, and spending time with her family and two dogs.

Peter is the Managing Director of Castlegate and a Director of Duncan & Toplis. Peter chairs Castlegate’s Management Board, Marketing Committee and Investment Committee and, together with the team, is passionate about ensuring a strong client-focused service. Prior to joining Castlegate, Peter has been the Director of Innovation for Legal & General and was the Group Managing Director at a prominent IFA business. Outside of work, Peter is Chair of the Board for Medair – a humanitarian aid organisation. Peter also enjoys running, biking, playing music, and sharing time and adventures with his family.

Jamie joined Castlegate in 2017 and now leads its operational framework to drive strategic growth, with a key focus on delivering an exceptional team and client experience. Jamie chairs Castlegate’s Operations Board and is a member of the Management Board, Adviser Committee, Investment Committee and Marketing Committee. Jamie holds the Award in Leadership and Management by the ILM, has achieved the Diploma in Regulated Financial Planning by the CII, and has graduated the Leadership Academy by the PDW Group. Outside of work, Jamie enjoys an active lifestyle, spending time with his friends, family and miniature dachshund - Sol.

Heather joined Castlegate in 2004 and attends the firm’s Management Board as one of its longest serving Financial Planners. Heather holds the Advanced Diploma in Financial Planning from the Chartered Insurance Institute and advises in all aspects of personal and corporate investment and protection, together with retirement and tax planning. Heather was the inaugural winner of the Duncan & Toplis Group’s Client Champion Award in 2024, owing to her excellent client care and service. Heather lives locally, has a keen interest in baking and enjoys travelling.

Graeme is a Director of Castlegate, as well as a Director of Duncan & Toplis, and is based at the Grantham office. Graeme sits on the Castlegate Board, as well as its Investment Committee and is driven to support the team in providing a high-quality, client-focussed service at Castlegate. Graeme is also Head of Tax at Duncan & Toplis and sits on the Group’s Operations Board. Outside of the office, Graeme enjoys cooking, gardening, obeying the whims of his cat and is a keen American Football enthusiast.

Nick is a Director of Castlegate and has been assisting the Board since the company formation in 1994. Currently Managing Director of the InvestAcc Group, Nick has previously worked for a large provincial Accountancy Practice and a national pension provider specialising in the self-invested pension market. In addition to consultancy assignments Nick provides general financial planning advice to a wide portfolio of clients, many of which are second generation. Nick is a Chartered Financial Planner (APFS) and Associate of the Chartered Insurance Institute (ACII). When not in the office Nick is a keen golfer.

Jamie joined Castlegate in 2017 and now leads its operational framework to drive strategic growth, with a key focus on delivering an exceptional team and client experience. Jamie chairs Castlegate’s Operations Board and is a member of the Management Board, Adviser Committee, Investment Committee and Marketing Committee. Jamie holds the Award in Leadership and Management by the ILM, has achieved the Diploma in Regulated Financial Planning by the CII, and has graduated the Leadership Academy by the PDW Group. Outside of work, Jamie enjoys an active lifestyle, spending time with his friends, family and miniature dachshund - Sol.

Asia joined the Castlegate team in 2021, bringing with her eight years of experience in customer service and business management. She initially provided support to the firm’s advisers and administrators, before progressing to the role of Operations Manager. Asia is now a member of Castlegate’s Operations Board, where she plays a key role in shaping and supporting the firm’s team and strategy. Outside of work, Asia enjoys spending time at her smallholding with her spaniels.

Kathryn joined the Castlegate team in 2018, with prior experience as a Senior Administrator. Kathryn is a member of the firm’s Operations Board and works closely with Castlegate’s leadership to oversee and develop the Financial Services Administration team. Outside of the office, Kathryn is a member of her local netball and darts teams, and enjoys spending time with family and friends.

Adam joined Castlegate after graduating from university in 2015 and now works as a Financial Planner, advising in all aspects of both personal and corporate financial planning and attending Castlegate’s Operations Board. Adam holds the Advanced Diploma in Financial Planning from the Chartered Insurance Institute and has achieved Chartered Financial Planner status. Outside of work, Adam enjoys playing sport and is an avid cricket fan.

Lisa joined Duncan & Toplis over 25 years ago, gaining extensive experience in all aspects of accounts preparation, while supporting a wide range of clients. Over the last 10 years, Lisa has worked closely with the Castlegate team managing all aspects of their accounts and developing a deep understanding of the business. Lisa now has a permanent role within the team and attends Castlegate’s Operations Board. Outside of work Lisa enjoys travelling, eating out, gardening and home improvements.