News and Articles

How to Avoid Undue Investment Risk

By | Investments | No Comments
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...

A Guide to Financial Planning for Parents

By | Financial Planning | No Comments
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…

Could You Afford to Live to 100?

By | Pensions | No Comments
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…

Should I Transfer & Consolidate My Pension?

By | Pensions | No Comments
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...