HOW DOES YOUR BUSINESS COMPARE TO ITS COMPETITORS?


Running you own business can be challenging and it's not always easy to identify the route to success. Our SME Diagnostic Tool will enable you to compare confidentially your business with similar businesses on a local and national level. You will receive valuable insight into your business, providing you with independent confirmation of the areas you excel and helping you identify those areas where change will create significant value.

James Lindley

Founding Director

The tool is designed to pinpoint the issues that really matter to your business and we will give you access to the expertise and support you need to drive it to the next level.

GROWING BUSINESS
MAINTAINING
SELLING BUSINESS

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.

your
PERSONAL
CONSULTATION

Our programme asks a series of questions about your business. It's simple,  intuitive and the only numbers you will need to provide are:

Number of employees
Last year's Turnover
Last year's Profit
Last year's growth (percentage change in annual turnover from the previous year)
How much you expect your annual turnover to grow in the current year

It will help you have these figures available before you start the programme.
Other questions relate to the profile of your business which we will use to construct your benchmark matrix.

We will send this information to you and also use it to construct your personal communication profile that will determine the content agenda for your monthly briefings, designed to inspire, educate and motivate you to seek out these growth opportunities and challenge the obstacles that might constrain your potential.

"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.

GET MY BEST SELLING BOOK - FREE

Enter your details below to get instant access to [enter lead magnet name here]

We process your personal data as stated in our Privacy Policy. You may withdraw your consent at any time by clicking the unsubscribe link at the bottom of any of our emails.

Close

REGISTER YOUR SPOT NOW

Enter your details below to get instant access to [enter lead magnet name here]

We process your personal data as stated in our Privacy Policy. You may withdraw your consent at any time by clicking the unsubscribe link at the bottom of any of our emails.

Close

REGISTER YOUR SPOT NOW

Enter your details below to get instant access to [enter lead magnet name here]

We process your personal data as stated in our Privacy Policy. You may withdraw your consent at any time by clicking the unsubscribe link at the bottom of any of our emails.

Close