About Our firm

Castlegate Financial Management Limited was established in 1994 to provide Independent Financial Advice. CFM is wholly and beneficially owned by Duncan & Toplis, Chartered Accounts and Business Advisers of over 80 years

Our services are available from 8 offices covering Lincolnshire, Leicestershire and Nottinghamshire to provide help and guidance to clients, irrespective of circumstances.

Whatever your financial requirements, be they corporate or personal affairs, Castlegate offer fully Independent advice from our team of experienced advisers.

Our individually tailored services include:

Castlegate Trustees Limited – Our in-house Corporate Pensioneer Trustee company.
Castlegate Wealthbuilder – Our bespoke Self-Invested Personal Pensions package (SIPP).