ON TRACK FOR PARTNER AT BDOTIME POOR? WE CAN HELP...


At Castell, we help individuals & companies plan for their ‘Future-Perfect’ and get the very best out of their goal-based financial planning strategies whilst also ensuring that they are as sustainable and responsible as they can be. It's all part of our commitment to playing our part in making a better world for all of us.

We've put together an exclusive no obligation consultation designed to help you develop a financial plan that maximises your financial wellbeing whilst also protecting the planet and taking into consideration your life journey both inside and outside of your profession.

James Lindley

Founding Director

WHAT TO DO WITH THEM...?

With more startups and companies successfully heading towards IPOs (initial public offering), more employees are being offered shares in the company, however this usually does not come with much guidance.

We offer help to employees of such companies to ensure you make most of these shares with efficient tax planning in place.

Are you in this situation and wondering:

1

What do these shares mean?

2

How and when should I access them?

3

Will there be a tax charge?

4

What do I need to do once I have vested the shares?

We can help you to answer these questions, take control of both your personal and business financial strategies and deliver the retirement and lifestyle that you want. And all in a sustainable and responsible manner.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value may fall as well as rise. You may get back less than you invested.

HELPING YOU TO GROW AND PLAN YOUR 'FUTURE-PERFECT' WITHIN BDO

You deliver exceptional client outcomes with your knowledge and experience. You understand them, you support them & you help them plan for their future. But what are you doing for your future? 

It is likely that you are time-poor, growing in your career and wondering how to plan ahead for the future. You have thought about what being a Partner might look like, but have not given it the attention that it deserves...

Are you maximizing your income and savings in the most tax-efficient manner for your current & short-term goals?
Are your pension arrangements fit for purpose & on target to support your future plans?
Are you aware that these benefits will be lost when you make Partner?
What's the best way to invest a bonus or protect any future income/drawings?
Do you need to make sure your family is covered in the event something happens to you?

Being able to answer questions like these is all part of identifying what your key financial objectives are.  We call it your 'Future Perfect'.  Whatever yours is, we can help you to put together a plan that will help you to get there.

"The team at Castell have supported our rapidly growing business Sochitel with advice and help around our corporate benefits, including company pension schemes, income protection for staff and death in service group benefits. James has provided excellent advice on these work benefits alongside tax-efficient cash-extraction from a share sale. I cannot recommend him highly enough to any growing business. It has been a privilege to be part of their ecosystem of influential clients."

Jerry, CEO Technology Platform

"Castell Wealth Management have provided a friendly and efficient service and I feel comfortable in the knowledge they are structuring my finances effectively, and being proactive with them."

Edward Moore, Founder & CEO

“As a business owner, I needed an adviser who understands that my commercial and financial objectives must be aligned and that, ultimately, my business is my retirement vehicle. James and his team have put this at the heart of their advice, transforming my investment strategy and providing the clarity, focus and reassurance of a long term plan that will deliver the lifestyle and security that I want for me and my family. The responsible and sustainable approach is the icing on the cake. I have no hesitation in recommending them to other business owners looking to grow or sell their business."

Zaid Hasmat Ali, Business Owner & CEO

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value may fall as well as rise. You may get back less than you invested.

We are a progressive financial advisory firm that provides lifelong wealth management strategies for our clients. We offer a full range of services across investments, retirement, & protection that are focused on helping you to achieve your life goals whilst also trying to make a positive impact on the world around us.

Towards a better world.

For us, wealth management is part of life management. We know that our financial wellbeing impacts every aspect of our lives & plays a critical role in guiding our behaviour towards each other & the world around us. When you become a Castell client you get much more than just financial advice; you enter an ecosystem of support and opportunity that is fully integrated with & focused on your goals & helping you to achieve them.

Sustainable investing.

We believe that great performance and sustainable investing are not mutually exclusive. But it’s not about making big statements. It’s about being better, taking incremental steps towards it, & helping those around us to do the same. Whether it's ESG investing, educating our children about finances, running financial wellness sessions for employees, or sharing our knowledge & resources; our ultimate goal is to play our part in helping to make the world a better place.

CONTACT ME TO BOOK A CONSULTATION

Towards a better world.

We are progressive financial advisers who provide lifelong wealth management strategies for our clients.

Castell Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. Castell Wealth Management is a trading name of Castell Wealth Management Ltd. Castell Wealth Management Ltd is registered in England and Wales, Number 11639376. Registered Office: Accounts Unlocked, Repton Manor, Repton Avenue, Ashford, Kent, TN23 3GP.

© Castell Wealth Management Limited. 2023.

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