Investments
March 10, 2020

Investing in 2020: Don’t Panic, Stay the Course 3>

The first three months of 2020 have certainly been far from uneventful. With the coronavirus (COVID-19) continuing to spread across the UK and wider world, many are concerned about what this means for their investments…
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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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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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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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Investments
November 25, 2019

Business Sale: How Should I Invest the Proceeds? 3>

Selling a business which you have spent many years building is a huge decision. Not only are there significant emotions to process as you “let go of your baby”, there are also huge tax and…
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Investments
November 25, 2019

Investing for Income: A Short Guide 3>

Everyone’s financial goals are different. For many people (e.g. lots of people approaching retirement) their investment strategy might be primarily geared towards wealth preservation, perhaps to insulate their capital from market shocks as they prepare…
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independent financial advisor in Lincoln discusses savings
Investments
September 16, 2019

Do You Want To “Go Green” With Your Investments? 3>

Environmental issues certainly seem to have come more to the fore in public discussion and consciousness in 2019. David Attenborough’s “Climate Change: The Facts” has had a big impact on raising the issue, as have…
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Image of hammer htting a nut, illustrating how financial planning can go wrong with independent financial advice from an adviser in Lincoln
Investments
August 12, 2019

Asset Allocation: An Illustration from Warfare 3>

If you had to describe investing, assets or “asset allocation” to someone, which metaphors or illustrations would you use to describe them, and show why they’re important? One illustration some of our financial advisers in…
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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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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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