CFM - Qualified to Support Duncan & Toplis

Staff of Castlegate Financial Management (CFM) recently achieved a clean sweep of financial planning examinations from the Chartered Insurance Institute.

Both support staff and advisers achieved a range of qualifications, from the broad based Financial Services and their Regulations, through Savings & Investments, to the specialist Long Term Care qualification.

This knowledge, combined with on-going, continued professional development will enable CFM to provide Duncan & Toplis clients with specialist, independent financial planning advice across a broad range of topics locally.