IF YOUR BUSINESS IS YOUR PENSION, WILL IT DELIVER THE RETIREMENT YOU WANT?


As a business owner, it's only natural to hope that your business will one day help to fund a comfortable lifestyle and retirement.

James Lindley

Founding Director

But to be sure that your business can deliver what you want, you need to be able to answer three simple questions:

1

How much will you need to fund that lifestyle?

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 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.

The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is dependent on individual circumstances.

your
PERSONAL
CONSULTATION

We're offering an exclusive one to one session that's been developed specifically for business owners to help you explore multiple scenarios and ways to improve your outcomes, achieve your goals and maybe even surpass your expectations for your retirement planning. Working with one of St. James's Place's business partners, an expert in business growth planning, we'll be able to provide a range of services that will integrate your personal financial objectives with your business strategy.

We'll benchmark your business profit and productivity against similar businesses in your space.
We'll show you which factors can increase or reduce the value and attractiveness of your business to buyers and investors.
We'll give you a realistic current valuation of your business and, more importantly, an idea of what it could be worth in the future.
We'll show you if and where there is risk and how to mitigate and minimise it.
As part of the consultation we can discuss strategies to help you to extract cash from your business as tax efficiently as possible.

At the end of the session you'll be better informed and empowered with the right kind of knowledge to make sure that your personal and business strategies are aligned with each other, working to the same objectives and will deliver the retirement that you want.

We work in conjunction with an extensive network of external growth advisers and SME specialists who have been carefully selected by St. James's Place. The services provided by these specialists are separate and distinct to the services carried out by St. James's Place and include advice on how to grow your business and prepare your business for sale.

"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.

The levels and bases of taxation and reliefs from taxation can change at any time. Tax relief is dependent on individual circumstances.

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 and 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 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.

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.


SJP Approved XX/XX/XXXX

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