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Duncan & Toplis Holdings Limited investment portfolio

Duncan & Toplis Holdings Limited has made numerous investments in companies such as Castlegate Financial Management, Alcedo Atthis, and Duncan & Toplis within the Fintech & Financial Services sector.

corporate
Portfolio
4
Team
0

Portfolio (4)

CompanySectorCitySourceLast confirmed on
Alcedo Atthis Limited—LondonConfirmed2025-12-04
Castlegate Financial Management Limited
Castlegate Financial Management Limited is an independent chartered financial planning firm that offers a range of services including personal and business financial planning, investment management, retirement and protection planning, tax planning, cash‑flow forecasting and trust administration. It serves individuals, families and employers across the UK, helping clients build and protect their financial future.
Fintech & Financial ServicesLincolnshireConfirmed2026-04-26

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Shareholding changes (4)

Duncan & Toplis Holdings Limited's positions across portfolio companies
2024

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