PLENTY OF FINANCIAL ADVISERS CAN HELP YOU WITH YOUR PENSION. BUT AT WHAT COST?


We've helped lots of people with their pensions, but we're really happy when our help means they can retire earlier or with more income than they thought possible. And, what's more, at Castell Wealth Management, we believe delivering outcomes like these should not cost the earth.

If you're interested in pension advice aiming to deliver your personal goals which can also make a positive impact on the world around us, then please talk to us.

If you take us up on our offer of a no obligation consultation, we'll give you a personalised illustration of what your pension could achieve with some good financial planning.

James Lindley

Founding Director

WHY
CASTELL

There are many financial advisers and many ways to invest your pension, but we are different because we believe that sustainable and responsible investing can deliver great results. 

It's part of our commitment to making a better world for all of us - especially for our children and the generations yet to come.

We are a small team which means you will get the personal attention of one of us as your dedicated adviser and we'll invest the time to understand you and how you want to work.

We believe in personalised advice based on you and your unique circumstances and goals - to us you will never be just a number.

Not only do we offer pension advice, we offer a full range of services that include investment planning, protection, access to specialist banking and mortgages, and all focused on helping you to achieve your life goals, whilst also trying to make a positive impact on the world around us.

Your home may be repossessed if you do not keep up repayments on your mortgage.

"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 Hasmat Ali, 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 Moore, Founder & CEO

your PERSONAL CONSULTATION

If you're considering your pension options now, the best step is a no obligation consultation. 
We'll start by asking you what it is you're trying to achieve. We like to call it your Future Perfect.

1

When would you like to retire?

2

How much would you like as income when you retire?

3

What do you currently have in terms of income, assets, pensions or investments?

From this, we'll be able to give you an idea of what's likely and also what's possible with some additional good planning.

We know building trust is important, so we encourage you to talk to our other clients to see what they say about us and we'll also explain the St. James's Place Wealth Management guarantee that covers the suitability of any advice that we give you. We also know that clearly explaining how our fees work is important, so there will never be any surprises.

St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group’s website at www.sjp.co.uk/about-us.

There is no obligation and you'll be better informed at the end to help you make the right financial decisions whether you choose to work with us.

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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