Castlegate Financial Management is pleased to announce its inclusion in the FTAdviser Top 100 Financial Advice Firms 2025. This esteemed ranking acknowledges firms across the United Kingdom that excel in client service, demonstrate sustainable growth, uphold high professional standards, and […]
On “Liberation Day” (2 April 2025), US President Donald Trump unveiled a set of global tariffs on around 90 countries and regional blocs, including China and the EU. The news sent shockwaves across the media landscape, with many commentators now […]
In March, US equities continued their painful downward trend in 2025. Investor concern over US tariffs was driving much of the downward movement. In the UK, this was exacerbated by the weakening US dollar (USD) to the pound (GBP). At […]
February continues a recent trend of market uncertainty. Investors are navigating a world of geopolitical shifts, particularly due to President Trump’s stream of executive orders and foreign policy announcements from the US. In the UK, investors are reflecting on tightening […]
We have appointed a new managing director to lead our financial advice and wealth management team at Castlegate Financial Management, supporting our ambitious drive for growth. Peter Wilson joins us with a wealth of experience in strategic leadership and financial […]
The Duncan & Toplis group is delighted to announce agreement for external investment from private equity firm Blixt Group, to fund an accelerated growth programme. Blixt is an experienced investor in professional services firms and is committed to the UK […]
As many of our clients will be aware, HM Revenue & Customs (HMRC) has required all UK taxable trusts to be registered with their Trust Registration Service (TRS) since 2017; with the aim of improving transparency around the beneficial ownership […]
Here at Castlegate, we are proud to announce that one of our team will be taking on a walking challenge to raise awareness of a rare genetic condition. Heather Hodson will be walking 50km to champion the cause of Phelan-McDermid […]
Since summer 2021, the cost of energy in the UK has soared. One report suggests that £38bn extra may be added to UK household bills in 2022 – equivalent to an extra 6p on the Basic Rate of income tax. Why are energy prices rising? How does the UK regulate prices, and what might the new energy landscape mean for keen investors?
Facebook, YouTube, Twitter and other social platforms can be a great place to interact with friends and find useful, entertaining content. One problem, however, is the rise of financial influencers (“finfluencers”) on these platforms who have limited investment experience, few qualifications – if any – and no regulation by the Financial Conduct Authority.
COVID-19 has brought a looming shadow over the UK economy, and many are concerned about their finances as the Job Retention Scheme winds down in October 2020. Whilst some might feel powerless about their financial situation, the good news is that there is much you can do to shore up your financial protection in the months ahead.
During the lockdown months of 2020 many commentators speculated that the UK was heading into a major period of recession - despite the UK government’s attempts to support the economy with its Job Retention Scheme and other measures. At the […]
Castlegate Financial Management Limited is registered in England No. 2077374. Registered Office: 8 Castlegate, Grantham, Lincolnshire. NG31 6SE. Authorised and Regulated by the Financial Conduct Authority. FCA No. 169777.
