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Nick Gardner

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Nick is a Director of Castlegate and has been assisting the Board since the company formation in 1994. Currently Managing Director of the InvestAcc Group, Nick has previously worked for a large provincial Accountancy Practice and a national pension provider specialising in the self-invested pension market. In addition to consultancy assignments Nick provides general financial planning advice to a wide portfolio of clients, many of which are second generation. Nick is a Chartered Financial Planner (APFS) and Associate of the Chartered Insurance Institute (ACII). When not in the office Nick is a keen golfer.

Email: nick.gardner@casfin.co.uk

The Autumn Statement 2024

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

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

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...
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Four forgotten areas in divorce & financial planning

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...
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30 October Budget: A tax checklist to watch

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...
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The case for “time in” the market

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?...
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Market Update – September 2024

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?...
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Yorkshire Three Peaks Challenge

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...
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Market Tides Event: A Big Thank You

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...
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Falling interest rates – where should you invest?

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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