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

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 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


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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Jamie 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…

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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…

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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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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…

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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…

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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…

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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 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…

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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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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

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