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.
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…Read More
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…Read More
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…Read More
Marie is the Office Manager at Castlegate. Marie started with the firm in 2013 as administration support, quickly becoming part of a busy adviser team…Read More
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…Read More
Deputy Office Manager
Jamie is the Deputy Office Manager at Castlegate. He started working for the firm in 2017, providing administrative support in a busy adviser team…Read More
Tom’s background as a solicitor provides him with a unique perspective on holistic financial planning for his clients. In the longer term…Read More
Adam has worked in the financial services sector since graduating from university in 2015. Starting out as an Administrator…Read More
Nicola has worked in financial services since graduating from university in 2011 with a degree in Law. She joined Castlegate in 2013…Read More
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…Read More
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…Read More
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…Read More
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…Read More
Lisa has worked in the financial services sector since leaving university in 1996. She started her career with a high street bank…Read More
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.
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 firstname.lastname@example.org
Our services are available from 11 offices covering Lincolnshire, Leicestershire and Nottinghamshire to provide help and guidance to clients, irrespective of circumstances.