
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 MoreNick 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 MoreGraeme 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 MoreJamie Moore
Office Manager
Jamie is the Office Manager at Castlegate. He started working for the firm in 2017, providing administrative support in a busy adviser team. Jamie has a background working within…
Read MoreMarie 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 MoreAdvisers
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 MoreMiranda Hickson
Financial Planner
Miranda has worked in the financial services sector since graduating from university in 2002. Miranda joined Castlegate in 2021…
Read MoreHeather 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 MoreNick 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 MorePeter 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 MoreAdam Thompson
Financial Planner
Adam has worked in the financial services sector since graduating from university in 2015. Starting out as an Administrator…
Read MoreSupport
Charlotte Hall
Charlotte joined the Castlegate team in 2015 and provides support to an Adviser managing a growing number of clients…
Read MoreLauren Hanson
Lauren joined the firm in 2016 and provides administrative support in a long-standing team. Lauren started at Castlegate shortly after…
Read MoreSimon Hayes
Simon joined the Castlegate team in 2016 and works closely with the firm’s advisers and administrators. Prior to joining the firm…
Read MoreLouise Naylor
Louise joined the team in 2006 and supports many of Castlegate’s self-administered pension schemes. Outside of the office, Louise enjoys…
Read MoreLeanne Pretlove
Leanne joined Castlegate in 2016, originally as a member of the receptionist team. Leanne has since progressed into administration…
Read MoreKathryn Rowe
Kathryn joined the Castlegate team in 2018, with experience of working as a Senior Administrator in the distribution sector…
Read MoreConnie Young
Connie joined the Castlegate team in 2002 and has provided administration support to Adviser teams and within Castlegate Pension Administration…
Read MoreCareers 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

Local independent
financial advisers
Our services are available from 11 offices covering Lincolnshire, Leicestershire and Nottinghamshire to provide help and guidance to clients, irrespective of circumstances.