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 and tailored wealth solutions.
Whatever your financial requirements, be they corporate or personal affairs, Castlegate Financial Management offer fully independent advice from our team of experienced advisers.
Management Team
Andy Severn
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Andy Severn
Managing Director
Andy is Castlegate’s Managing Director. He is also a Director of Castlegate’s parent company, Duncan & Toplis, in charge of their Grantham office where Castlegate is based. Andy is a member of Duncan & Toplis’s management board having joined the firm in December 1983. He specialises in tax advising and planning affecting individuals, settlements and businesses. Andy has particular expertise in advising agricultural estates and on farm diversification projects. Andy lives in the Cotswolds and lists cars, sport, travel and good food as his interests.
Email: andy.severn@casfin.co.uk
Managing Director
Andy is Castlegate’s Managing Director. He is also a Director of Castlegate’s parent company, Duncan & Toplis, in charge of their Grantham office where Castlegate is based…
Read More Nick Gardner
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Nick Gardner
Non-executive Director
Nick is a non-executive Director of CFM 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.
Email: nick.gardner@casfin.co.uk
Non-executive Director
Nick is a non-executive Director of CFM and has been assisting the board since the company formation in 1994, currently Managing Director of the InvestAcc Group…
Read More Graeme Hills
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Graeme Hills
Director
Graeme is a Director of Castlegate, as well as a Director of Duncan & Toplis Ltd, and is based at the Grantham office. Graeme is a member of Duncan & Toplis’ Tax Strategy Board, as well as Head of Legal Practice with sister company Duncan & Toplis Probate Services Limited. Graeme lists Corporation Tax, capital allowances and VAT on land & property among his specialisms, as well as having involvement in the tax aspects of Lloyd’s underwriters as part of the Fidentia team. Graeme is driven by a genuine (and some might say unhealthy) enthusiasm for tax work, and providing bespoke tax advice aimed at the specific needs of each client. Outside of the office, Graeme enjoys cooking, gardening, obeying the whims of his cat and is a keen American Football enthusiast.
Email: graeme.hills@casfin.co.uk
Director
Graeme is a Director of Castlegate, as well as a Director of Duncan & Toplis Ltd, and is based at the Grantham office. Graeme is a member of Duncan & Toplis’ Tax Strategy Board…
Read More Marie Kerr
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Marie Kerr
Office Manager
Marie is the Office Manager at Castlegate. Marie started with the firm in 2013 as administration support, quickly becoming part of a busy adviser team. With three years’ experience as a Financial Services Administrator to an IFA, Marie became Deputy Office Manager in March 2016. She progressed her career and became Office Manager in 2018, now ensuring the Office runs smoothly, taking an active lead on data processes and procedures within the firm and adhering to regulations from external sources. Marie loves to get her teeth into new projects. Marie has previous work experience within the Financial Industry. Marie lives in the local area with her partner and enjoys cooking, gardening and of course, the odd cocktail with friends!
Email: marie.kerr@casfin.co.uk
Office Manager
Marie is the Office Manager at Castlegate. Marie started with the firm in 2013 as administration support, quickly becoming part of a busy adviser team…
Read More Paul Newton
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Paul Newton
Compliance Manager
Paul is the firm’s Compliance Manager ensuring the quality of financial advice is of the highest standard. He is a Chartered Financial Planner, a Fellow of the Personal Finance Society, qualified as an investment manager, stock broker and an affiliate of the Society of Trusts and Estate Practitioners with nearly 30 years of experience. His primary role is to provide oversight and support to CFM’s advisers and technical specialists. Paul is married with three cats and is consequently ranked fifth in his household.
Email: paul.newton@casfin.co.uk
Compliance Manager
Paul is the firm’s Compliance Manager ensuring the quality of financial advice is of the highest standard. He is a Chartered Financial Planner, a Fellow of the Personal Finance Society…
Read More Jamie Moore
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Jamie Moore
Deputy Office Manager
Jamie is the Deputy 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 the education sector and is currently studying towards the Diploma in Regulated Financial Planning. Outside of work, Jamie enjoys going to the gym, watching the snooker and spending time with friends and family.
Email: jamie.moore@casfin.co.uk
Deputy Office Manager
Jamie is the Deputy Office Manager at Castlegate. He started working for the firm in 2017, providing administrative support in a busy adviser team…
Read More Advisers
Tom Munday
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Tom Munday
Financial Planner
Tom’s background as a solicitor provides him with a unique perspective on holistic financial planning for his clients. In the longer term, Tom looks to develop a specialism in both estate planning and family wealth preservation. When not at work, Tom can be found on the golf course, eating his fiancée’s baking or enjoying a long walk in the countryside, but never at the gym!
Email: tom.munday@casfin.co.uk
Financial Planner
Tom’s background as a solicitor provides him with a unique perspective on holistic financial planning for his clients. In the longer term…
Read More Adam Thompson
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Adam Thompson
Financial Planner
Adam has worked in the financial services sector since graduating from university in 2015. Starting out as an Administrator, Adam quickly moved into a Technical Analyst role and is now a qualified Financial Planner. Adam has obtained the Regulated Diploma in Financial Planning from the Chartered Insurance Institute and is currently working towards Chartered Financial Planner status. When Adam is not catching up on the sporting news or playing cricket for the village team in Welby, he will more than likely be found at the gym.
Email: adam.thompson@casfin.co.uk
Financial Planner
Adam has worked in the financial services sector since graduating from university in 2015. Starting out as an Administrator…
Read More Nicola Brown
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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, quickly progressing through the firm, spending much of her time working as a technical analyst. Nicola has obtained the Regulated Diploma in Financial Planning from the Chartered Insurance Institute and is currently working towards Chartered Financial Planner status, providing advice on all aspects of financial planning; with particular expertise in relation to pensions. Outside of work Nicola enjoys travelling, running and socialising with friends.
Email: nicola.brown@casfin.co.uk
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 Sam Gibson
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Sam Gibson
Chartered Financial planner
Sam began his career with our sister company, Duncan and Toplis, after graduating from university in 1996. He took up his position with Castlegate in 2000 and has successfully achieved Chartered Financial Planner status.
Sam advises clients upon all areas of financial planning and has particular expertise in pension and investment planning. When Sam is not at work he can be found assisting his wife with the rearing of their two young boys, George and Arthur. On the all too rare occasions that he is able to slip ‘off radar’ from his domestic bliss, Sam will normally be found by a lake, river or on a squash court.
Email: sam.gibson@casfin.co.uk
Chartered Financial planner
Sam began his career with our sister company, Duncan and Toplis, after graduating from university in 1996. He took up his position…
Read More Heather Hodson
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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 Independent Financial Adviser and deals in all aspects of personal and corporate investment and protection, along with pensions and tax planning. Heather lives locally and has a keen interest in baking, and enjoys traveling.
Email: heather.hodson@casfin.co.uk
Chartered Financial Planner
Heather has been with the firm since 2004 and during this time has achieved Chartered Financial Planner status. Heather is an Independent Financial…
Read More Nick Lawson
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Nick Lawson
Chartered Financial Planner
Nick has been with the firm since it started in 1994 and has been connected with our sister organisation Duncan & Toplis Chartered Accountants since leaving the Kings School in 1979. Nick has achieved Chartered Financial Planner status and is an Associate of the Personal Finance Society. He has an extensive portfolio of clients specialising in the Investment, Estate Planning and Portfolio Management of the business. Nick is a keen golfer and a qualified football referee. He is chairman of the Duncan & Toplis Charity Golf Day which holds an Annual Golf Day in aid of local charities.
Email: nick.lawson@casfin.co.uk
Chartered Financial Planner
Nick has been with the firm since it started in 1994 and has been connected with our sister organisation Duncan & Toplis Chartered Accountants…
Read More Peter Normington
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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 as an Independent Financial Adviser. Peter holds the Diploma in Financial Planning from the Chartered Insurance Institute and is working towards Chartered status. Peter deals in all aspects of financial planning with both personal and corporate clients. In his spare time Peter enjoys walking, cooking, weekends away without the children and socialising with friends.
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 as an Independent Financial Adviser…
Read More Lisa Shepherd
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Lisa Shepherd
Financial Planner
Lisa has worked in the financial services sector since leaving university in 1996. She started her career with a high street bank and moved over to the IFA world shortly after. Lisa has worked in Lincolnshire for the past 12 years and previous to joining Castlegate she worked for NFU Mutual, so understands the counties varied industrial sectors and worked very closely with both farming families and business clients. Lisa provides advice to both individuals and business clients on all aspects of financial planning. She holds the Diploma in Financial Advice and is studying towards the Chartered Financial Planner status. Outside of work Lisa enjoys horse riding, boating and spending time with family and friends.
Email: lisa.shepherd@casfin.co.uk
Financial Planner
Lisa has worked in the financial services sector since leaving university in 1996. She started her career with a high street bank…
Read More 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
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.
