Featured
November 16, 2018

Castlegate Annual Team Update 3>

We recently held our annual team update, bringing the whole team together to review the group’s performance and achievements with Castlegate having its most successful year to date. We looked back on the history of…
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IFA in Lincoln talks about inheritance tax
Financial Planning
November 8, 2018

Just had a big Inheritance? Here’s what you could do with it 3>

Receiving an inheritance is often a strange time, emotionally. On the one hand, there’s the thrill of a big windfall. On the other, is likely a sense of grief and guilt over how it arrived…
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Investments
November 1, 2018

A Quick, Easy Guide to Investing in Fixed Interest Securities (“Bonds”) 3>

As Independent Financial Advisers (IFAs) in Lincoln, we have seen hundreds of client portfolios in our time. For the vast majority of them, bonds have been an important part of their investment mix. In this…
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Financial Planning
October 26, 2018

Jargon Busting: An Easy Guide to Protection Planning 3>

Protection planning is all about protecting and preserving your wealth, for the benefit of you and your loved ones. Many different life events or unfortunate circumstances can have a negative impact on your finances in…
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Financial Advice in Lincoln - a guide to life assurance
Savings
October 19, 2018

How to Help Your Grandchildren’s Financial Future: 4 Tips From an Independent Financial Adviser (IFA) 3>

If you are a grandparent, it is possible you might be in a better position to provide financial help, guidance and teaching for your grandchildren than their parents can. If you’re wondering how best to…
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independent financial advisor in Lincoln discusses savings
Investments
September 25, 2018

How To Re-balance An Investment Portfolio 3>

“Set it and forget it” often does not work when it comes to investing. As established Chartered IFAs in Lincoln, we know all too well that, inevitably, you need to regularly visit your investments and…
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Guide to Retirement Tax
Pensions
September 20, 2018

A Simple Guide To SIPPS: Our IFAs Take You Through It 3>

A “SIPP” can sound intimidating to many people (“self-invested personal pension”). Yet with a little guidance, they are not too hard to wrap your head around. In this article, our Lincoln-based Independent Financial Advisers (IFAs)…
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Self employed pension advice in Lincoln
Financial Planning
September 15, 2018

Financial Planning For Businesses: 5 Key Tips 3>

Financial planning is often thought of as referring to individuals, and organising their finances to line up with their goals. Yet the process of financial planning is also hugely important to businesses as well. Last…
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Financial Planning
September 10, 2018

4 Pension Scams to Watch for, and a Note on Cold Calling 3>

At Castlegate Financial Management, we make it our mission to preserve and grow our clients’ wealth, and give them the best strategies to achieve their financial goals. Naturally, therefore, the subject of financial scams is…
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Featured
August 31, 2018

Castlegate Sponsor Paul Streeter, Local Professional Golfer 3>

Castlegate Financial Management are pleased to announce that we have signed up to sponsor local professional golfer Paul Streeter. Earlier in the year Paul qualified to play on the prestigious Staysure European Seniors Tour guaranteeing him starts in 16 of…
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