Castlegate Financial Management is a well established independent financial advisory business that has achieved chartered status.

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

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…

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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…

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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…

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Caroline Eaves

Office Manager

Caroline has worked in the financial industry for over 20 years, the majority of which were for a global banking group. Caroline’s primary role as Office Manager…

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Marie Kerr

Deputy Office Manager

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

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Paul Newton

Advice Manager

Paul is the firm’s Advice 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…

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Advisers

Sarah Coulson

Chartered Financial Planner

Sarah has been in the financial services industry since beginning her career with Sun Life in 1989 based in Bristol. Since then Sarah has worked in banking…

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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…

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Heather Lamin

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…

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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…

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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…

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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…

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To find out more about our Castlegate, speak to a member of our team today on 01476 591022 or book a consultation below.