News and Articles

Joe Jones

Joe joined Castlegate in 2021 and provides compliance and technical support to our team of Financial Planners. Joe has a background in education and pension administration, and joined the financial services industry in 2017. Joe holds the Diploma in Regulated Financial Planning and is currently working towards obtaining Chartered status. Outside of work, Joe enjoys running, painting and creative writing.

Email: joe.jones@casfin.co.uk

The Autumn Statement 2024

By castlegateadmin / October 31, 2024

There had been much speculation about this budget. Finally, Rachel Reeves—the UK’s first female Chancellor—delivered her plan for the UK...

Share a Bear with Castlegate to Support the Children’s Bereavement Centre

By castlegateadmin / October 28, 2024

This year, Castlegate Financial Management is proud to support the Children’s Bereavement Centre through our latest campaign, ‘Share a Bear...

Anti-greenwashing – are your investments truly “green”?

By castlegateadmin / October 9, 2024

Interest in sustainable (or green) investing is on the rise in 2024. Over 50% of individual investors want to increase...

Four forgotten areas in divorce & financial planning

By castlegateadmin / October 7, 2024

Divorce is widely regarded as the second-most stressful life event after the death of a spouse and marital separation (according...

30 October Budget: A tax checklist to watch

By castlegateadmin / October 4, 2024

There is a lot of media attention on the upcoming Autumn Statement due on 30 October 2024. The Chancellor, Rachel...

The case for “time in” the market

By castlegateadmin / October 2, 2024

There is a famous adage: “Time in the market is better than timing the markets.” Yet, what does this mean?...

Market Update – September 2024

By castlegateadmin / October 1, 2024

There is a famous adage: “Time in the market is better than timing the markets.” Yet, what does this mean?...

Yorkshire Three Peaks Challenge

By castlegateadmin / September 14, 2024

On Saturday 7 September, one of Castlegate’s team members, Laura Geeson, joined fellow team members within the Duncan & Toplis...

Market Tides Event: A Big Thank You

By castlegateadmin / September 13, 2024

On 3rd September, we hosted our latest investment seminar, "Market Tides". There was a fantastic turnout, and we received lots...

Falling interest rates – where should you invest?

By castlegateadmin / September 10, 2024

The Bank of England finally cut interest rates on 1 August 2024 after 12 months of holding the base rate...

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Marie Kerr

Castlegate Financial Management

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.

The guidance and/or advice contained within the website
is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves.
To contact the Financial Ombudsman Service please visit
www.financial-ombudsman.org.uk.

Castlegate, and its advisers, are part of the Chartered Insurance Institute – a professional institute granted its title and established in the UK. Further details, including the rules and ethics Castlegate has undertaken to adhere to,
can be found at www.thepfs.org.

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