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 and also a Director of Duncan & Toplis, in charge of their Grantham office where Castlegate is based. Andy originally joined…

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Nick 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…

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Graeme 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…

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Jamie 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…

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Joe 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…

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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, before joining a busy adviser team. After gaining experience…

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Advisers

Kevin Adlington

Financial Planner

Kevin has over 32 years of experience in financial planning and joined Castlegate in 2023, specialising in investment, pension…

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Lucy Guinness

Financial Planner

In early 2023, Lucy became a member of the Castlegate team, contributing technical support and conducting research for our team…

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Heather 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…

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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 Duncan & Toplis since leaving the Kings School in 1979…

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Carl 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…

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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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Callum Tindall

Financial Planner

Callum joined Castlegate in 2023 and has worked in the financial services industry since 2017. Callum originally joined…

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Becky Womble

Financial Planner

Becky joined Castlegate in 2023 with 12 years of financial services experience. Becky originally started in the industry as…

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Paraplanning & 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…

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Kathryn Chamberlain

Lead Financial Services Administrator

Kathryn joined the Castlegate team in 2018, with experience of working as a Senior Administrator in the distribution sector…

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Richard Croft

Paraplanner

Richard joined the Castlegate team in 2014 and provides technical support for one of the firm’s Financial Planners. Richard has worked…

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Laura Geeson

Paraplanner

Laura joined Castlegate in 2006 and currently provides paraplanning support to one of our longest-serving Chartered Financial…

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Charlotte Hall

Paraplanner

Charlotte joined the Castlegate team in 2015 and has progressed from administrative support to paraplanning, ensuring…

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Lauren Hanson

Paraplanner

Lauren joined the firm in 2016 shortly after finishing sixth form and has progressed from administrative support to paraplanning…

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Penny Harding

Lead Paraplanner

Penny joined the Castlegate team in 2004 and achieved the CII’s Diploma in Regulated Financial Planning soon after…

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Simon 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…

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Susan Maplethorpe

Receptionist

Susan joined Castlegate in 2003 and provides reception and administration support to the team and our clients. In her free time…

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Natalie McKenzie

Receptionist

Natalie joined Castlegate in 2021 with over 20 years of administration and PA experience and currently works as part of our Reception…

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Hattie Moore

Financial Services Administrator

Hattie joined the Castlegate Team in 2021 with a background in team leadership and customer services. Hattie currently provides…

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Louise 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…

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Asia 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…

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Sharon 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…

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Robert Singer

Financial Services Administrator

Robert joined the Castlegate team in 2024 following his graduation from the University of Newcastle and Northumbria University…

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Courtney Smith

Financial Services Administrator

Courtney joined the Castlegate team in 2023 after she found herself wanting a new challenge, subsequently pursuing a…

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Leanne Taurins

Financial Services Administrator

Leanne joined Castlegate in 2016, originally as a member of the receptionist team. Leanne progressed into administration…

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Kayleigh Wand

Trainee Paraplanner

Kayleigh joined our team in 2022, originally providing administration support to one of Castlegate’s longest-serving…

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Sophia Ward

Financial Services Administrator

Sophia joined the team in 2023, having previously worked in the dental industry. Sophia found herself wanting a…

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Connie Young

Financial Services Administrator

Connie joined the Castlegate team in 2002 and has provided administration support to Adviser teams and within Castlegate Pension…

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Careers 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

To find out more about our Castlegate, speak to a member of our team today on 01476 855 585 or book a consultation below.