ARE YOU PLANNING A BUSINESS SALE EXIT OR IPO, OR DO YOU JUST NEED CLEAR ADVICE ON WHAT TO DO WITH YOUR COMPANY SHARES...?

We know it's only natural to hope that your business exit or company shares will help you to fund a comfortable lifestyle and allow you to achieve your goals.

James Lindley

Founding Director

But to be sure that they can deliver what you want, you need to have a goals based plan and be able to answer three simple questions:

1

How much will you need to fund your 'future-perfect' life?

2

Are you on track now, in terms of both your personal wealth and business value?

3

What more could you and your business achieve with a little more planning?

We regularly advise clients on how to plan for a business exit or share sale tax-efficiently using all the relevant allowances and reliefs. One thing is certain, without proper planning you could get stuck.

We can help you to answer the questions above, take control of both your personal and business financial strategies and deliver the retirement and lifestyle that you want. 

your
personal
contultation

You can benefit from our advice if you are a company shareholder, and:

Own vested or unvested company shares in public company, or;
Own ISOs, NSOs or RSUs.
Work in a private company and is about to IPO.
Work in a private company and is going through a management buy-out.
Work for a private company is being purchased by Private Equity.

With good planning and clear direction, the above events can enhance your ‘Future Perfect’. However, these transactions are often complicated with strict terms, varying strategies and numerous tax implications that may impact your future financial wellbeing. 

We know what works and what doesn't and would love to help you.

"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

“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, Business Owner & CEO

"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, Founder & CEO

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The value of an investment with St. James's Place will be directly linked to the performance of the funds selected & 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 investment planning, retirement planning and protection planning that are focused on helping you to achieve your life goals.

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

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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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