At Castlegate, a Duncan & Toplis company, part of the Kinbrook Group, we believe your dreams and passions drive your future hope and expectations. That’s why our independent chartered financial planners and dedicated client support team invest the time to understand what really matters to you - unlocking deeper insights and opportunities you thought might not be possible.
 
We work with individuals, families, employers and their teams nationwide and across sector. Whether you need support with planning your dream retirement, protecting your business and employees, building your wealth with personal investment advice, securing your legacy or ensuring your tax planning works for you, we are here to listen and work with you to build an exciting future plan for all your tomorrows.

Castlegate Financial Management

14 London Road serves as a hub for operational leadership and financial planning within the Newark region.

14 London Road

The 8 Castlegate office likely focuses on financial planning and advisory services, supporting client investment strategies.

8 Castlegate

Jamie Moore

This department specializes in creating and managing personalized financial plans for clients.

Financial Planning

This department handles the administrative functions and support activities essential for office management.

Castlegate Financial Management

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Teams

Financial Planning

Administrative Services

Offices