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Duncan & Toplis Limited investment portfolio
Duncan & Toplis Limited has made numerous investments in companies such as Castlegate Financial Management, Torr Waterfield, and Duncan & Toplis Audit within the Professional Services sector.
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Portfolio
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Team
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Portfolio (9)
| Company | Sector | City | Source | Last confirmed on |
|---|---|---|---|---|
| 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 Services | Lincolnshire | Confirmed | 2026-04-26 |
| Duncan & Toplis Audit Limited DUNCAN & TOPLIS AUDIT LIMITED provides audit and assurance services in the United Kingdom, acting as an auditor for other companies and offering related financial and regulatory compliance services. | Professional Services | Lincolnshire | Confirmed | 2026-06-03 |
Shareholding changes (2)
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