Castlegate Financial Management Limited

Established in 1994 by Duncan & Toplis, a leading accountancy practice and part of the Kinbrook Group, Castlegate Financial Management is a Chartered firm of Financial Planners delivering independent, professional advice to individuals and businesses across the UK. With clients and offices across the Midlands, Home Counties and London, we offer a high-quality, tailored financial planning service. Our team of expert Financial Planners is supported by a strong in-house technical and administrative team, ensuring each client receives advice that is not only highly informed, but also delivered with clarity and care. We advise across all areas of financial planning for both individuals and businesses, including wealth and investment management, retirement planning, tax planning and mitigation, personal and corporate protection solutions, and trust and estate planning. Each client works with a dedicated Financial Planner, supported by their own team, to ensure a consistent and personal...