PLENTY OF FINANCIAL ADVISERS CAN HELP YOU WITH A financial plan for you and your family. BUT AT WHAT COST?


At Castell Wealth Management Ltd, we help people with families get the very best out of their financial planning and wealth management 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 used that experience to put together an exclusive no obligation consultation designed to help you develop a financial plan that protects you and your family and helps to maximise 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

helping you to protect your family

You're likely to be settled in your career and approaching the most financially rewarding part of it and wondering how to plan ahead for the future. Typically, that means answering the following types of questions:

Are your pension arrangements fit for purpose and on target to support your retirement plans?
What's the best way to invest a bonus or protect your income?
Do you need to make sure your family is covered in the event something happens to you?
Are you looking to put money aside for a specific event like your children's education or looking at the most tax efficient way to hand down your wealth to them?

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 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 no obligation consultation that's been designed specifically to help you to protect your family and loved ones.

We'll use our experience of working with people and their families to develop a wealth management strategy that's bespoke to your circumstances and designed to look after you and your loved ones.

We'll start with helping you to answer three simple questions:

1

What are your key financial objectives?

2

Are you on track now to achieve them?

3

What more could you achieve with some proper planning?

What's more, we'll even help you to make sure that your financial planning is as responsible and sustainable as it can be, which is something that's central to our values.

There is no obligation and, at the end of the session, you'll be better informed and empowered to make the right financial decisions whether you choose to work with us or not.

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.

"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

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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