Welcome to Castlegate.
Serving Stamford with leading independent financial advice.
Stamford financial advisers
Are you based in Stamford, Lincolnshire and need help with your wealth or finances? Perhaps you have a pressing issue with your pension that needs resolving (e.g. consolidating multiple pots). Or, maybe you have many areas of financial planning which need addressing at once – such as your pension, estate plan (inheritance tax) and financial protection. At Castlegate, our team of dedicated financial advisers is here to help.
Over the last 25 years, Castlegate has expanded from its initial roots in Grantham to serve the wider areas of Lincolnshire – including Newark, Lincoln, Skegness and Stamford. Our belief is that excellent financial planning and advice should be readily-available to people across the East Midlands. This means that, for those based in the region, a Castlegate team member is almost certainly always nearby to provide insight, guidance and a listening ear.
Our services in Stamford cover a wide range of financial planning areas. These include help with pension planning – such as pension transfers, tracking down old schemes and getting the most from your State Pension. We can also assist with investment planning and also wealth management for those with complex estates. In addition, we offer protection planning, tax planning and even financial planning for business owners and directors.
Ready to start a conversation with a friendly team member? Talking is free. Get in touch to speak with us and – if suitable – arrange a no-commitment consultation, at our expense.
Who are Castlegate?
Castlegate is an experienced financial planning business with offices across Lincolnshire such as in Grantham, Lincoln and Stamford. Our team has achieved the rare distinction of Chartered status, which is recognised by professional bodies as the highest qualification in the world of financial planning. At Castlegate, therefore, you have access to a team in the East Midlands which is highly competent and knowledgeable to help with your financial planning needs.
If you would like to talk to us about your financial planning needs, we would love to have that conversation with you. Get in touch to arrange a no-commitment consultation, at our expense.
Meet The Team View All
Becky Womble
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Becky Womble
Financial Planner
Becky joined Castlegate in 2023 with 12 years of financial services experience. Becky originally started in the industry as an Administrator throughout 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 has featured in the VouchedFor Top Rated Financial Adviser Guide four years running for 2022, 2023, 2024 and 2025. Becky 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 joined Castlegate in 2023 with 12 years of financial services experience. Becky originally started in the industry as…
Read More Chartered Status
Castlegate Financial Management is a well established independent financial advisory business that has achieved chartered status.
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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