castlegateadmin 0 0 Adviser Support May 2, 2020 Penny Harding 3> Penny joined the Castlegate team in 2004 and achieved the CII’s Diploma in Regulated Financial Planning soon after...Read More
castlegateadmin 0 0 Adviser Support May 2, 2020 Simon Hayes 3> Simon joined the Castlegate team in 2016 and works closely with the firm’s Financial Planners and Administrators. Prior to joining the firm...Read More
castlegateadmin 0 0 Adviser Support May 2, 2020 Susan Maplethorpe 3> Susan joined Castlegate in 2003 and provides reception and administration support to the team and our clients. In her free time...Read More
castlegateadmin 0 0 Adviser Support May 2, 2020 Natalie McKenzie 3> Natalie joined Castlegate in 2021 with over 20 years of administration and PA experience and currently works as part of our Reception...Read More
cgadmin 0 0 advisers May 2, 2020 Nick Lawson 3> 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...Read More
castlegateadmin 0 0 Adviser Support April 30, 2020 Hattie Moore 3> Hattie joined the Castlegate Team in 2021 with a background in team leadership and customer services. Hattie currently provides...Read More
castlegateadmin 0 0 Adviser Support April 29, 2020 Louise Naylor 3> Louise joined the team in 2006 and supports many of Castlegate’s self-administered pension schemes. Outside of the office, Louise enjoys...Read More
castlegateadmin 0 0 Adviser Support April 29, 2020 Asia O’Sullivan 3> Asia joined the Castlegate team in 2021 and provides support to the firm’s advisers and administrators, bringing with her 8 years...Read More
castlegateadmin 0 0 Adviser Support April 28, 2020 Leanne Pretlove 3> Leanne joined Castlegate in 2016, originally as a member of the receptionist team. Leanne has since progressed into administration...Read More
castlegateadmin 0 0 Adviser Support April 20, 2020 Sharon Sharp 3> Sharon joined the Castlegate team in 1996 and now provides service proposition support to the Adviser teams. In her free time...Read More