Duncan & Toplis group has appointed Peter Wilson as MD to lead its financial advice and wealth management team at Castlegate Financial Management, supporting the group’s ambitious drive for growth.
Peter Wilson joins the group with a wealth of experience in strategic leadership and financial services, having held senior roles with organisations including Legal & General Investment Management and Flying Colours Financial Advice.
He has also worked directly with Her Majesty’s Treasury and the Financial Conduct Authority, contributing to the development of the UK Financial Capability Strategy.
He succeeds Andy Severn, who has stepped down from the role after being involved in the formation of the company in 1994 and holding the role of managing director for the last nine years. Andy will remain within the Duncan & Toplis group, continuing to work with his portfolio of clients as a business services director.
Mr Wilson said: “It’s exciting to be joining the Duncan & Toplis group as managing director of Castlegate Financial Management. I’ll be bringing my passion to see lives transformed through bespoke client-focused financial planning and advice, helping to further enhance the growth of the company during this next period.
“My previous roles have seen me lead on transformative improvements in client experience and adviser leadership, as well as innovation in investment management with the largest pension provider in the UK.
“I look forward to bringing these skills to my role at Castlegate Financial Management, which sits in the top quartile of financial advice firms in the UK. This puts us in a strong position to serve a wide range of customers with intelligent and bespoke investment solutions, as well as help clients navigate the complexities in the new norm of volatile global markets.
“It’s an exciting time for Duncan & Toplis and the Castlegate team. I can’t wait to get stuck in and help build on the success Andy and the team have achieved.”
