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Richard Croft

By | Adviser Support | No Comments

Richard joined the Castlegate team in 2014 and provides technical support for one of the firm’s Financial Planners. Richard has worked in the financial services industry for 30 years, with 15 as a Financial Planner himself. Richard holds the Diploma in Regulated Financial Planning from the CII and the Certificate in Mortgage Advice and Practice. Outside of work, Richard enjoys baking, gardening and going to the gym.

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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