
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 and also a Director of Duncan & Toplis, in charge of their Grantham office where Castlegate is based. Andy is a member of…
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 joined the firm in 2017, and works closely with the board of Directors to support the adviser, paraplanning and administration…
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
James Brown
Financial planner
James has worked in Financial Services since 2018, he initially worked as an Administrator and Paraplanner whilst studying for the…
Read MoreNicola 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
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 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 MoreCarl 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 MoreAdam Thompson
Financial Planner
Adam has worked in the financial services sector since graduating from university in 2015. Starting out as an Administrator…
Read MoreParaplanning & Administration
Richard Croft
Paraplanner
Richard joined the Castlegate team in 2014 and provides paraplanning support to Castlegate’s longest-serving chartered financial…
Read MoreLaura Geeson
Paraplanner
Laura joined Castlegate in 2006 and currently provides paraplanning support to one of our chartered financial planners…
Read MoreCharlotte Hall
Paraplanner
Charlotte joined the Castlegate team in 2015 and has progressed from administrative support to paraplanning, ensuring…
Read MoreLauren 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 MorePenny Harding
Paraplanner
Penny joined the Castlegate team in 2004, and achieved the Diploma in Regulated Financial Planning soon after…
Read MoreSimon 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 MoreJodie Henson
Financial Services Administrator
Jodie joined the team in 2021 and provides administrative support to our busy adviser team. Jodie holds the Diploma…
Read MoreJoe Jones
Paraplanner
Joe joined Castlegate in 2021 and provides paraplanning and technical support to our team of financial planners…
Read MoreLouise 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 MoreAsia O’Sullivan
Financial Services Administrator
Asia joined the Castlegate team in 2021 and provides support to the firm’s advisers and administrators, bringing with her 8 years…
Read MoreLeanne Pretlove
Financial Services Administrator
Leanne joined Castlegate in 2016, originally as a member of the receptionist team. Leanne has since progressed into administration…
Read MoreHattie Robertson
Financial Services Administrator
Hattie joined the Castlegate Team in 2021 with a background in team leadership and customer services. Hattie currently provides…
Read MoreKathryn Rowe
Financial Services Administrator
Kathryn joined the Castlegate team in 2018, with experience of working as a Senior Administrator in the distribution sector…
Read MoreKayleigh Wand
Financial Services Administrator
Kayleigh started with Castlegate in 2022, having previously worked in the beauty industry. Kayleigh found herself wanting a…
Read MoreConnie Young
Financial Services Administrator
Connie joined the Castlegate team in 2002 and has provided administration support to Adviser teams and within Castlegate Pension…
Read MoreSupport
Sue Fowler
Accounts Administrator

Tina Loosemore
Administrator

Susan Maplethorpe
Receptionist

Sharon Sharp
Service Proposition Administrator

Natalie McKenzie-Grove
Receptionist

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.
Paraplanner
Castlegate Financial Management is a well-established independent financial advisory business that has achieved chartered status and we are looking for an experienced Paraplanner to join our team at Grantham.
We pride ourselves with providing a high level of advice to a diverse range of clients across the East Midlands and beyond.
To be considered for this role candidates need to have:
-Excellent inter-personal skills, both written and verbal.
-Excellent report writing skills.
-Accurate with good attention to detail.
-Time management.
-IT usage including the Microsoft Office suite
-Detailed knowledge of the FCA’s rules and requirements.
-Detailed knowledge of the FCA’s and the firm’s record keeping requirements.
-Broad knowledge of the financial services sector.
-High level of technical knowledge (level 4 financial planning qualification from the CII desirable)
You will be given the opportunity to build a lasting career within a well-respected company.
We offer a competitive salary and benefits package, with the opportunity for flexible home and office working.
If you would like to submit a speculative application, please send your CV and covering letter to:
Jamie Moore, Office Manager,
Castlegate Financial Management Limited, 8 Castlegate, Grantham, Lincolnshire, NG31 6SE
or email to jamie.moore@casfin.co.uk
Financial Services Administrator
Castlegate Financial Management is a well-established independent financial advisory business and we are looking for a Financial Services Administrator to join our team at Grantham.
In addition to administrative duties the role will include researching financial products to support the advice process, working closely day-to-day with a Financial Adviser and Paraplanner, and maintaining client relationships. The role will also include the use of the Microsoft suite and databases.
We offer a competitive salary and benefits package, with the potential opportunity for flexible home and office working.
If you would like to submit a speculative application, please send your CV and covering letter to:
Jamie Moore, Office Manager,
Castlegate Financial Management Limited, 8 Castlegate, Grantham, Lincolnshire, NG31 6SE
or email to jamie.moore@casfin.co.uk
Speculative Applications
If you would like to submit a speculative application, please send your CV and covering letter to:
Jamie Moore, Office Manager,
Castlegate Financial Management Limited, 8 Castlegate, Grantham, Lincolnshire, NG31 6SE
or email to jamie.moore@casfin.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.