Castlegate Financial Management is pleased to announce its inclusion in the FTAdviser Top 100 Financial Advice Firms 2025. This esteemed ranking acknowledges firms across the United Kingdom that excel in client service, demonstrate sustainable growth, uphold high professional standards, and show a strong, long-term commitment to financial planning.
Being named among the Top 100 is both a privilege and an affirmation of the confidence our clients place in us, as well as the dedication of our entire team. At Castlegate, we are dedicated to delivering clear, independent advice that addresses the unique requirements of each client, whether assisting families with future planning or supporting businesses seeking clarity and stability.
Peter Wilson, Managing Director, stated:
“It is a privilege for the entire Castlegate team and our clients to be recognised in the FTAdviser Top 100. This distinction reflects industry acknowledgement of our high client satisfaction, as evidenced by VouchedFor Reviews (4.8/5) and Google Reviews (4.9/5). It also demonstrates the sustained efforts invested in building trust and providing clarity as we support clients through their evolving circumstances. We extend our gratitude to our clients, colleagues within the wider Duncan & Toplis Group, and our partners whose support has contributed to this achievement. By further developing our investment proposition and leveraging technology, including alignment with the FCA’s Advice Guidance Boundary Review, we aim to broaden access to advice and continually enhance the client experience.”
Read the full FTAdviser announcement here:
https://www.ftadviser.com/ft-adviser-top-100/2025/9/26/who-are-the-top-100-and-top-50-boutique-advice-firms-in-the-uk/
Castlegate Financial Management Limited is registered in England No. 2077374. Registered Office: 8 Castlegate, Grantham, Lincolnshire. NG31 6SE. Authorised and Regulated by the Financial Conduct Authority. FCA No. 169777.
