ARE YOU TIME POOR BUT IN NEED OF FINANCIAL PLANNING?
At Castell, we help individuals & companies plan for their ‘future-perfect’ and get the very best out of their goal-based financial planning strategies.
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. Please scroll down for more information and don't hesitate to get in contact if you'd like to book a session.
James Lindley
Founding Director
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
You're likely to be time-poor, growing in your career and wondering how to plan ahead for the future. Typically, that means answering the following types of questions:
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
“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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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.
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