Becky Womble

Becky Womble

Castlegate Financial Management Limited

Minimum savings/pensions: Over £100,000

0330 038 8941
Based in Grantham
View location
Top Rated 2026
Verified since: June, 2023
4.8 out of 5

60 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 13 January 2026

    Becky is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Becky's status

  • 14

    Recent Client Reviews

    Verified reviews: 100%

    Becky has received 14 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 24 September 2025

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

    Becky has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Becky has not yet added their fees to their profile

  • 11

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Becky

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Becky (based on 11 first impressions)

With over a decade of experience in financial services, I work closely with clients to bring structure, clarity, and confidence to their finances. Whether you are planning for retirement, unsure if you are saving enough, or want to better understand how long your money will last in retirement, I can help you see the bigger picture. I specialise in helping people answer the ‘what ifs’ - ‘what if I retire earlier?’, ‘what if my spending needs to increase?’, or ‘what if I face an unexpected event?’. By building tailored financial plans and reviewing these on a regular basis, I help clients make informed decisions today that lead to peace of mind tomorrow. If you are looking for straightforward advice and a clear path forward, I would be delighted to have a conversation about your goals and how to achieve them.