Investments
January 14, 2020

How to Avoid Undue Investment Risk 3>

Risk is commonly defined as exposure to danger, loss or harm. When it comes to investing, risk is inevitably involved. Yet here at Castlegate, repeatedly in conversations with clients here in Grantham, we appreciate...
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Financial Planning
January 10, 2020

A Guide to Financial Planning for Parents 3>

All parents want the best for their children. Not only do we want them to have great friendships, a loving family environment and good education, but it’s also natural to want to provide financial help…
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Pensions
January 7, 2020

Could You Afford to Live to 100? 3>

Did you know that the first state pension was launched in Europe in the late 1800s, by Otto von Bismark? Cleverly (or deviously), he set the age for collecting it at 70. Given that most…
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Pensions
January 2, 2020

Should I Transfer & Consolidate My Pension? 3>

Generally speaking, our Grantham-based financial advisers here at Castlegate tend to speak with clients about pension transfers for three main reasons. First of all, it might be that your personal or workplace pension scheme...
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Pensions
December 16, 2019

Will the Young Ever Retire? 3>

This content is for information purposes only and should not be taken as financial advice. Every effort has been made to ensure the information is correct and up-to-date at the time of writing. For personalised…
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Investments
December 16, 2019

A Guide to Tax Planning & Investment Returns 3>

This content is for information purposes only and should not be taken as financial advice. Every effort has been made to ensure the information is correct and up-to-date at the time of writing. For personalised…
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Wealth Management
December 16, 2019

5 Estate Preservation Strategies to Consider 3>

This content is for information purposes only and should not be taken as financial advice. Every effort has been made to ensure the information is correct and up-to-date at the time of writing. For personalised…
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Insurance
December 16, 2019

Can You Ever Have Too Much Financial Protection? 3>

This content is for information purposes only and should not be taken as financial advice. Every effort has been made to ensure the information is correct and up-to-date at the time of writing. For personalised…
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InvestmentsNews
December 10, 2019

A Short Guide to Brexit and How to Cope With Market Volatility 3>

With the Brexit deadline looming, at the time of writing we are still no closer to a deal. Investors are understandably concerned about the impact of Brexit, particularly if no deal is reached. There is…
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Pensions
November 25, 2019

4 Pension Planning Pitfalls to Avoid 3>

Organising your pension ahead of time is arguably one of the most important and beneficial decisions you'll ever make. For most people, their pension(s) will form the pillar of their retirement income, which has big…
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