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 originally joined…
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 sits on the Castlegate Board, as well as its Investment…
Read MoreJamie Moore
Office Manager
Jamie joined Castlegate in 2017 and works closely with the Board of Directors to manage the Adviser, Paraplanner and Administration teams. Jamie sits on Castlegate’s various…
Read MoreJoe Jones
Compliance Manager
Joe joined Castlegate in 2021 and provides compliance and technical support to our team of Financial Planners. Joe has a background in education and pension 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 joining a busy adviser team. After gaining experience…
Read MoreAdvisers
Kevin Adlington
Financial Planner
Kevin has over 32 years of experience in financial planning and joined Castlegate in 2023, specialising in investment, pension…
Read MoreLucy Guinness
Financial Planner
In early 2023, Lucy became a member of the Castlegate team, contributing technical support and conducting research for our team…
Read MoreHeather Hodson
Chartered Financial Planner
Heather joined Castlegate in 2004 and is one of the firm’s longest serving Financial Planners. Heather holds the Advanced Diploma…
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 MoreCallum Tindall
Financial Planner
Callum joined Castlegate in 2023 and has worked in the financial services industry since 2017. Callum originally joined…
Read MoreBecky Womble
Financial Planner
Becky joined Castlegate in 2023 with 12 years of financial services experience. Becky originally started in the industry as…
Read MoreParaplanning & Administration
Nicola Brown
Paraplanner
Nicola has worked in financial services since graduating from university in 2011 with a degree in Law. Nicola joined Castlegate in 2013…
Read MoreKathryn Chamberlain
Lead Financial Services Administrator
Kathryn joined the Castlegate team in 2018, with experience of working as a Senior Administrator in the distribution sector…
Read MoreRichard Croft
Paraplanner
Richard joined the Castlegate team in 2014 and provides technical support for one of the firm’s Financial Planners. Richard has worked…
Read MoreLaura Geeson
Paraplanner
Laura joined Castlegate in 2006 and currently provides paraplanning support to one of our longest-serving Chartered Financial…
Read MoreCharlotte Hall
Paraplanner
Charlotte joined the Castlegate team in 2015 and has progressed from administrative support to paraplanning, ensuring…
Read MoreLauren Hanson
Paraplanner
Lauren joined the firm in 2016 shortly after finishing sixth form and has progressed from administrative support to paraplanning…
Read MorePenny Harding
Lead Paraplanner
Penny joined the Castlegate team in 2004 and achieved the CII’s 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 Financial Planners and Administrators. Prior to joining the firm…
Read MoreSusan Maplethorpe
Receptionist
Susan joined Castlegate in 2003 and provides reception and administration support to the team and our clients. In her free time…
Read MoreNatalie McKenzie
Receptionist
Natalie joined Castlegate in 2021 with over 20 years of administration and PA experience and currently works as part of our Reception…
Read MoreHattie Moore
Financial Services Administrator
Hattie joined the Castlegate Team in 2021 with a background in team leadership and customer services. Hattie currently provides…
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 MoreSharon Sharp
Service Proposition Administrator
Sharon joined the Castlegate team in 1996 and now provides service proposition support to the Adviser teams. In her free time…
Read MoreRobert Singer
Financial Services Administrator
Robert joined the Castlegate team in 2024 following his graduation from the University of Newcastle and Northumbria University…
Read MoreCourtney Smith
Financial Services Administrator
Courtney joined the Castlegate team in 2023 after she found herself wanting a new challenge, subsequently pursuing a…
Read MoreLeanne Taurins
Financial Services Administrator
Leanne joined Castlegate in 2016, originally as a member of the receptionist team. Leanne progressed into administration…
Read MoreKayleigh Wand
Trainee Paraplanner
Kayleigh joined our team in 2022, originally providing administration support to one of Castlegate’s longest-serving…
Read MoreSophia Ward
Financial Services Administrator
Sophia joined the team in 2023, having previously worked in the dental industry. Sophia 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 MoreCareers at Castlegate
At Castlegate, we are always looking for passionate and talented individuals to join our team. There are currently no vacancies, but you can still fill out a speculative application below.
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.
- Financial adviser Lincolnshire
- Financial adviser Lincoln
- Financial adviser Boston
- Financial adviser Grantham
- Financial adviser Newark
- Financial adviser Stamford
- Financial adviser Sleaford
- Financial adviser Skegness
- Financial adviser Spalding
- Financial adviser Nottingham
- Financial adviser Leicester
- Financial adviser Loughborough
- Financial adviser Louth
- Financial adviser Melton