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Local Financial Advice
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Our capabilities and passion for the highest quality service mean you can enjoy the best of both worlds – dedicated personal service and tailored wealth solutions.
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Becky Womble
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Becky Womble
Financial Planner
Becky has worked in financial services since 2011, originally as an Administrator during College and University before working as a Paraplanner whilst studying to become a Financial Adviser. Becky has obtained the Diploma in Regulated Financial Planning from the Chartered Insurance Institute and is currently working towards Chartered Financial Planner status. Becky joined Castlegate in 2023 and helps to simplify the complex world of financial services for clients, working with them to plan their future. Outside of work, Becky loves to travel and to practice yoga and the aerial arts.
Email: Becky.Womble@casfin.co.uk
Financial Planner
Becky has worked in financial services since 2011, originally as an Administrator during College and University before working as…
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Pensions & Investments
A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in your retirement.
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Your Adviser, Your Way
Financial advice is always personal. Choose to speak to an adviser in person at your home, our offices or on a video call. Get in touch today on 01476 855 585, or visit our contact page.
Castlegate Financial Management is a well established independent financial advisory business that has achieved chartered status.
Operating from its head office in Grantham, Castlegate is proud to have now spent 25 years serving clients across the region, meeting with clients at their homes, business premises or at unit sites of its sister businesses across the East Midlands.
Our services are available from 11 offices covering Lincolnshire, Leicestershire and Nottinghamshire to provide help and guidance to clients, irrespective of circumstances.
Our capabilities and passion for the highest quality service mean you can enjoy the best of both worlds – dedicated personal service and tailored wealth solutions.
Whatever your financial requirements, be they corporate or personal affairs, Castlegate Financial Management offers fully independent advice from our team of experienced advisers.
Latest from Castlegate…
Jeremy Hunt delivered the Autumn Statement on 22 November following weeks of speculation about potential tax cuts. The headline measure, a reduction to National Insurance Contributions was something of a surprise. Beyond this, economic measures…
HMRC is continuing its trend of taking more in inheritance tax (IHT) each year. In the period April-September 2023, it collected £3.9bn from households across the UK; £400m higher than the same period in the year before. This raises the question, are you set to keep maximum wealth within the family? How coordinated are the financial plans of you and your loved ones?
According to the latest research, there are now a record 4,000 ISA millionaires in the UK with the average pot value standing at £1,397,000. This follows a trend over the last three years, where the numbers have almost tripled annually. There are even 50 savers in the UK with over £8,509,000 in their ISA accounts.
Are you getting the most out of your pension scheme? The type of pension you have, and the underlying investments you choose, can have a big impact on your income and lifestyle in retirement. Below, our Grantham financial planners explain the main differences between workplace pensions and private pensions in the UK – outlining some of the key advantages and disadvantages of both.
