News and Articles

Celebrating 30 Years: A Festive Success

By | In the Community | No Comments
We are delighted to share the success of our recent client event, commemorating 30 incredible years in business. The afternoon was filled with Christmas cheer, a three-course festive dinner and some lively entertainment. Our event…

St Wulfram’s Church – Christmas Tree Festival 2024

By | In the Community | No Comments
We are excited to share that the team at Castlegate Financial Management is once again supporting St Wulfram’s Church with their annual Christmas Tree Festival in Grantham. Running from 27 November to 1 December, this…

What the Autumn Statement means for your pension

By | Financial Planning | No Comments
Chancellor Reeves finally delivered her much-anticipated budget on the 30th of October, 2024. Many have been asking what this means for their job, taxes and wider household finances. Retirees (and those approaching retirement) are also…

Older relative finances – how you can help

By | Financial Planning | No Comments
We recently had World Alzheimer’s Day in September, and now (in November), the world is highlighting mental and physical well-being for men. These important events remind us that there are many people – including those…
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