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Nick Lawson

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Nick has been with the firm since it started in 1994 and has been connected with Duncan & Toplis since leaving the Kings School in 1979. Nick is Castlegate’s longest serving Financial Planner, has achieved Chartered Financial Planner status and is an Associate of the Personal Finance Society. Nick has an extensive portfolio of clients specialising in investment, estate planning and portfolio management. Nick is a keen golfer and a qualified football referee. Nick hosts Castlegate’s Annual Charity Golf Day in aid of local charities.

Email: nick.lawson@casfin.co.uk

How to consolidate pensions wisely

How to consolidate pensions wisely

By castlegateadmin / April 7, 2024
Consolidating your pensions (“combining” them into a single scheme) can offer a valid way to streamline your retirement savings, potentially...
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What is a general investment account? A short guide

What is a general investment account? A short guide

By castlegateadmin / April 6, 2024
A general investment account (GIA) can be thought of a bit like a regular savings account, except you are putting...
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Life insurance and cancer – what you need to know

Life insurance and cancer – what you need to know

By castlegateadmin / April 5, 2024
According to Macmillan Cancer Support, someone is diagnosed with cancer every 90 seconds in the UK. Around half of us...
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Are bonds tax free? Your gilt questions answered

Are bonds tax free? Your gilt questions answered

By castlegateadmin / April 3, 2024
Bonds can be a powerful asset class to include in an investor’s portfolio. Yet how do they work, exactly? How...
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Market Update – March 2024

Market Update – March 2024

By castlegateadmin / April 1, 2024
As we approach the end of quarter one, and indeed the tax year, global markets have continued to perform well...
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Castlegate’s Support for the Children’s Bereavement Centre

Castlegate’s Support for the Children’s Bereavement Centre

By castlegateadmin / March 25, 2024
The team at Castlegate have nominated the Children’s Bereavement Centre in Newark as our primary charity to support throughout 2024,...
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Spring Budget Summary 2024

Spring Budget Summary 2024

By castlegateadmin / March 7, 2024
Jeremy Hunt delivered his much-awaited budget on 7 March. Given the upcoming election and challenging public opinion, the government has...
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Gilts: a short guide to government bonds

Gilts: a short guide to government bonds

By castlegateadmin / March 5, 2024
UK government bonds – also called “gilts” – can be an attractive option for investors who are focused on mitigating...
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How to keep capital gains tax under control

How to keep capital gains tax under control

By castlegateadmin / March 5, 2024
As an investor, you want to keep taxes on your returns at a minimum. Capital gains tax (CGT) can be...
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Is past performance important for investors?

Is past performance important for investors?

By castlegateadmin / March 5, 2024
How should you choose your investments? When building a portfolio, many investors focus on past performance – e.g. the price...
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