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 are available from 11 offices covering Lincolnshire, Leicestershire and Nottinghamshire to provide help and guidance to clients, irrespective of circumstances.

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.

Whatever your financial requirements, be they corporate or personal affairs, Castlegate Financial Management offers fully independent advice from our team of experienced advisers.

Management Team

Andy Severn

Managing Director

Andy is Castlegate’s Managing Director. He is also a Director of Duncan & Toplis, in charge of their Grantham office where Castlegate is based…

Read More

Nick Gardner

Director

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…

Read More

Graeme Hills

Director

Graeme is a Director of Castlegate, as well as a Director of Duncan & Toplis, and is based at the Grantham office. Graeme is a member of Duncan & Toplis’ Tax Strategy Board…

Read More

Jamie Moore

Office Manager

Jamie is the Office Manager at Castlegate. He joined the firm in 2017, and works closely with the board of Directors to support the adviser, paraplanning and administration…

Read More

Marie Kerr

Deputy Office Manager

Marie is the Deputy Office Manager at Castlegate. Marie started with the firm in 2013 as administration support, before becoming part of a busy adviser team…

Read More

Advisers

Nicola Brown

Financial Planner
 

Nicola has worked in financial services since graduating from university in 2011 with a degree in Law. She joined Castlegate in 2013…

Read More

Miranda Hickson

Chartered Financial Planner
Fellow of the Personal Finance Society

Miranda has worked in the financial services sector since graduating from university in 2002. Miranda joined Castlegate in 2021…

Read More

Heather Hodson

Chartered Financial Planner

Heather has been with the firm since 2004 and during this time has achieved Chartered Financial Planner status. Heather is an…

Read More

Nick Lawson

Chartered Financial Planner

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…

Read More

Peter Normington

Financial Planner

Peter has been in the Financial Services industry since 1988 and joined Castlegate in 2012 having had over 25 years in the banking sector…

Read More

Carl Stephenson

Chartered Financial Planner
Fellow of the Personal Finance Society

Carl has worked within the financial services industry for over 20 years and joined Castlegate in 2021, bringing a wealth…

Read More

Adam Thompson

Financial Planner

Adam has worked in the financial services sector since graduating from university in 2015. Starting out as an Administrator…

Read More

Paraplanning & Administration

Richard Croft

Paraplanner

Richard joined the Castlegate team in 2014 and provides paraplanning support to Castlegate’s longest-serving chartered financial…

Read More

Laura Geeson

Paraplanner

Laura joined Castlegate in 2006 and currently provides paraplanning support to one of our chartered financial planners…

Read More

Charlotte Hall

Paraplanner

Charlotte joined the Castlegate team in 2015 and has progressed from administrative support to paraplanning, ensuring…

Read More

Lauren Hanson

Financial Services Administrator

Lauren joined the firm in 2016 and provides administrative support in a long-standing team. Lauren started at Castlegate shortly after…

Read More

Penny Harding

Paraplanner

Penny joined the Castlegate team in 2004, and achieved the Diploma in Regulated Financial Planning soon after…

Read More

Simon Hayes

New Business Administrator

Simon joined the Castlegate team in 2016 and works closely with the firm’s advisers and administrators. Prior to joining the firm…

Read More

Jodie Henson

Financial Services Administrator

Jodie joined the team in 2021 and provides administrative support to our busy adviser team. Jodie holds the Diploma…

Read More

Joe Jones

Paraplanner

Joe joined Castlegate in 2021 and provides paraplanning and technical support to our team of financial planners…

Read More

Natalie McKenzie-Grove

Financial Services Administrator

Natalie joined Castlegate in 2021 as administrative support, bringing 20 years of administration and PA experience with…

Read More

Louise Naylor

SSAS Account Manager

Louise joined the team in 2006 and supports many of Castlegate’s self-administered pension schemes. Outside of the office, Louise enjoys…

Read More

Leanne Pretlove

Financial Services Administrator

Leanne joined Castlegate in 2016, originally as a member of the receptionist team. Leanne has since progressed into administration…

Read More

Kathryn Rowe

Financial Services Administrator

Kathryn joined the Castlegate team in 2018, with experience of working as a Senior Administrator in the distribution sector…

Read More

Connie Young

Financial Services Administrator

Connie joined the Castlegate team in 2002 and has provided administration support to Adviser teams and within Castlegate Pension…

Read More

Support

Lynn Dolphin

Receptionist

Sue Fowler

Accounts Administrator

Tina Loosemore

Administrator

Susan Maplethorpe

Receptionist

Sharon Sharp

Service Proposition Administrator

Careers at Castlegate

At Castlegate, we are always looking for passionate and talented individuals to join our team. Please find out more about our current vacancies below.

Speculative Applications

If you would like to submit a speculative application, please send your CV and covering letter to:

Janet Strickson, HR Assistant,

Duncan & Toplis HR, PO Box 9859, 3 Castlegate, Grantham NG31 0ET

or email to janet.strickson@duntop.co.uk

To find out more about our Castlegate, speak to a member of our team today on 01476 855 585 or book a consultation below.