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News and Articles
Announcing the Winner of the Duncan & Toplis Group Community Impact Award
By castlegateadmin
/ December 16, 2024
We are thrilled to announce that Laura Geeson, one of our incredible team members, has been awarded the inaugural Duncan...
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A financial plan for a strong start in 2025
By castlegateadmin
/ December 10, 2024
A new year is the perfect opportunity to reflect on what has passed, celebrate accomplishments, and plan for the future....
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How to navigate capital gains tax
By castlegateadmin
/ December 9, 2024
Capital gains tax (CGT) has come under the spotlight again. The 2024 Autumn Statement confirmed an increase in the rates...
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Common investing questions, answered
By castlegateadmin
/ December 8, 2024
Investing is for everyone. It is a core part of any financial plan, helping you build wealth and move towards...
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Financial advice for widows and widowers: a short guide
By castlegateadmin
/ December 7, 2024
Losing a spouse or life partner is one of life’s most traumatic experiences. If you are reading this as someone...
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Market Update – November 2024
By castlegateadmin
/ December 6, 2024
November has been heavily defined by events in the US, particularly Donald Trump’s winning the presidential election. Currency markets have...
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Over £1,000 Raised for The Children’s Bereavement Centre!
By castlegateadmin
/ December 5, 2024
We are delighted to announce that our ‘Share a Bear’ campaign in support of The Children’s Bereavement Centre has been...
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Celebrating 30 Years: A Festive Success
By castlegateadmin
/ December 4, 2024
We are delighted to share the success of our recent client event, commemorating 30 incredible years in business. The afternoon...
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St Wulfram’s Church – Christmas Tree Festival 2024
By castlegateadmin
/ November 27, 2024
We are excited to share that the team at Castlegate Financial Management is once again supporting St Wulfram’s Church with...
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What the Autumn Statement means for your pension
By castlegateadmin
/ November 12, 2024
Chancellor Reeves finally delivered her much-anticipated budget on the 30th of October, 2024. Many have been asking what this means...
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