cgadmin 0 0 team April 6, 2025 Peter Wilson 3> Peter is the Managing Director of Castlegate and a Director of Duncan & Toplis. Peter chairs Castlegate’s Management Board...Read More
Andy Severn 0 0 Operational Boardteam April 2, 2025 Jamie Moore 3> Jamie joined Castlegate in 2017 and works closely with the Board of Directors to oversee its growing team and operations...Read More
cgadmin 0 0 Operational Board April 2, 2025 Marie Kerr 3> Marie joined Castlegate in 2013 and is a member of the firm’s Operations Board, supporting the smooth running of the office...Read More
castlegateadmin 0 0 Operational Board April 1, 2025 Joe Jones 3> Joe joined Castlegate in 2021 and is a member of the firm’s Operations Board, managing the compliance function to ensure quality...Read More
Andy Severn 0 0 Adviser Support April 26, 2024 Nicola Brown 3> Nicola has worked in financial services since graduating from university in 2011 with a degree in Law. Nicola joined Castlegate in 2013...Read More
castlegateadmin 0 0 advisers November 28, 2023 Kevin Adlington 3> Kevin has over 32 years of experience in financial planning and joined Castlegate in 2023, specialising in investment, pension...Read More
castlegateadmin 0 0 Adviser SupportOperational Board April 25, 2023 Kathryn Chamberlain 3> Kathryn joined the Castlegate team in 2018, with prior experience as a Senior Administrator. Kathryn is a member...Read More
castlegateadmin 0 0 Adviser Support August 17, 2021 Richard Croft 3> Richard joined the Castlegate team in 2014 and provides technical support for one of the firm’s Financial Planners. Richard has worked...Read More
castlegateadmin 0 0 Adviser Support August 17, 2021 Laura Geeson 3> Laura joined Castlegate in 2006 and currently provides paraplanning support to one of our longest-serving Chartered Financial...Read More
castlegateadmin 0 0 Adviser Support May 4, 2020 Charlotte Hall 3> Charlotte joined the Castlegate team in 2015 and has progressed from administrative support to paraplanning, ensuring...Read More