.png)
ABOUT US
COMPLETE PEACE OF MIND, EVERY STEP OF THE WAY
Established in 1983, Castlegate Financial Services has been built on family values so we know what matters most to you and your loved ones.
From first-time buyers and remortgages to managing buy-to-let portfolios and investment property finance, we always rise to a challenge and no case is too complicated. Our highly skilled mortgage and protection advisors will give you the absolute best mortgage advice even if your circumstances aren't totally straightforward.
Through our position as an Exclusive Associate of Vitality Insurance, we can offer some of the most cost-effective and innovative health and life insurance options. From family and child-specific policies to cover for serious illnesses and dementia - we're here for you, every step of the way.
Not your typical mortgage broker....
"Castlegate Financial Services isn’t just a business, it’s my blueprint. The company was established in 1983 by my Uncle and my Father took over in 1996 and passed the company to me in 2014. This in itself gives me great pride and love for the business. I have seen first-hand where the business has come from and I have been on its journey from as early as I can remember.”
Sian Mitchell, Director
There's no such thing as a silly question....
.jpg)
Built on trust, understanding, specialist knowledge and great communication, we pride ourselves on our customer service. Our team are there to support you at every stage of your mortgage application process, all the way through to completion. We take the hassle out of home moving but we're also here for free advice - at every step of your financial journey.
No jargon, no sales pitches - just straightforward mortgage and protection advice to give you complete financial peace of mind.
Meet the Castlegate Team
Sian Mitchell
Director
“I help my clients overcome their financial hurdles, working with them to plan their goals and help them understand how we can achieve them.”
Rachael Everall
Executive Assistant
“I help Sian to advance company initiatives and goals along with helping our clients with their mortgage and protection needs.”
Amy Hooley
Senior Administrator
"It's my job to make your mortgage process as stress-free as possible. I deal with the lenders, solicitors and estate agents, keeping you informed at every stage."
Joe Mitchell
Mortgage & Protection Advisor
“The Castlegate brand is in my blood but I also own my own property investment company.
I have a particular interest in working with clients who are looking to use property as a tool to achieve their financial goals."
Gemma Bent
Mortgage & Protection Advisor
“I specialise in working with clients who don't think they can get a mortgage. helping them to get on the property ladder.
It's very rewarding helping people to purchase their dream home when they didn't think it could be done.”
Danielle Tooms
Mortgage & Protection Advisor
"It's my job to make your mortgage process as stress-free as possible. I deal with the lenders, solicitors and estate agents, keeping you informed at every stage."
Lynsey Moore
Alex Monk
Mortgage & Protection Advisor
"After a career change out of commercial project management, I specialise in mortgage and protection advice.
I help clients to buy their dream home or fund their investment projects, helping them to reach their
goals whilst making sure that they are protected financially."
Laura Matthews
Mortgage Administrator
“I love supporting clients through what can be a stressful time and helping to take some of that stress away where I can.
I love the team that I work with and our dedication to getting the job done for our clients.”
Mortgage Administrator
"I am passionate about providing a superior level of customer service and making the mortgage and protection journey as seamless as possible for our clients. .
Allen Finlayson
Protection
Manager
Niki Dupont
Marketing Consultant
"Castlegate is a unique business and it's wonderful to be able to help develop a new brand and marketing strategy which represents the core values of the company."
Elaine Newbold
Operations Consultant
“I work with Castlegate to improve internal processes to make the client experience more streamlined and rewarding.
Our new automated systems will enable clients to manage their product renewals and get better visibility of their financial situation throughout their relationship with us.”
“We put client's stability at the heart of everything we do at Castlegate, so that regardless of what life throws at you you are not financially compromised when you are at your most vulnerable.
I’ve seen the impact of not having adequate protection and it can be devastating. I feel it is important that customers understand their risks so that they can protect what’s most important to them.”
Get FREE Advice
Our core values mean we put our customers' needs before anything else. We've set a benchmark for offering personal, straightforward advice to anyone looking to improve their financial future.
Whether you're just starting out with your first mortgage, you're looking to build a buy-to-let portfolio, you're worried about protecting your family's finances or you'd like to plan your path to financial freedom, we're here to help. Use the form below to request a call back.