Insights

Stay up to date with the latest insights, news and developments relevant to you and your financial future. Explore our latest articles, market commentary and helpful guides, covering a range of topics to help you make informed decisions.

Investing lessons from the World Cup

World Cup success depends on balance, teamwork and adaptability. The same principles apply to investing, where diversification, discipline and regular reviews support your long-term financial objectives.

June 17, 2026

Passing on wealth – the essentials of IHT

A guide to Inheritance Tax thresholds, exemptions and planning essentials

June 12, 2026

Salary sacrifice – things to consider

Salary sacrifice rules will tighten in 2029. Now may be a key planning window.

June 12, 2026

News in Review

Middle East conflict impacts global growth, comfortable retirement unattainable for many and manufacturing shows recovery

June 10, 2026

You’ve got a mortgage! Now protect it

Many mortgage holders lack income or life cover to protect repayments

June 4, 2026

Economic Review – May 2026

May’s Economic Review – inflation eases despite Middle East conflict, surprise UK growth, Labour market slowing, historic Gulf trade deal

June 4, 2026

News in Review

Average UK house price growth slows, London leads Europe tech sector, energy bills to rise, vehicle production stabilises

June 3, 2026

News in Review

Figures show the UK economy grew 0.3% in March, outline of the King’s Speech, Trump visits Beijing as US inflation soars

June 2, 2026

News in Review

Inflation eased in April, UK trade deal with Gulf partners, Fuel Duty freeze extended and unemployment rate rises

May 27, 2026

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53 Cam Green, Upper Cam, Dursley, Gloucestershire, GL11 5HL

Castle Financial Services Limited is registered in England and Wales no. 04402479. Registered office, 53 Cam Green, Upper Cam, Dursley, Gloucestershire, GL11 5HL

Authorised and regulated by the Financial Conduct Authority. Castle Financial Services Limited is entered on the Financial Services Register https://register.fca.org.uk/ under reference 228199. If you wish to register a complaint, please write to us at the address above or email us at ray@castlefs.com

A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at www.financial-ombudsman.org.uk or by contacting them on 0800 0234 567.

The information contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Castle Financial Services Limited is entered on the FCA Firm Checker https://www.fca.org.uk/consumers/fca-firm-checker. Our Firm Reference Number is 228199.