IF YOU aRe INVESTING,
IS IT SHAPING A BETTER WORLD AND A SUSTAINABLE FUTURE?


Responsible investing is about using money as a force for good, by taking environmental, social and corporate governance (ESG) issues into consideration to create a better future for all.

By thinking carefully about how and where our clients invest in their pensions and other savings, we can influence the strategy and direction of impactful companies to evolve into better versions of themselves. 

James Lindley

Founding Director

The money held in sustainable mutual funds and ESG-focused exchange-traded funds rose globally by 53% in 2021. At Castell, we believe in supporting this growth, so our clients investments can help shape a better world and build a sustainable future.

Our approach to sustainable investing:

ESG Integration

Factoring in ESG issues into our analysis, investment strategy and financial advice.

Sustainability

Ensuring our new fund managers must be signatories of the United Nations-supported Principles for Responsible Investment (PRI) as well as ongoing monitoring by our Investment Committee.

Engagement

As part of one of the UK’s largest wealth managers, we can use our scale to dictate the choices of those companies we invest in. 

Ethical Investing

Seeking to consider both financial return and social/environmental good to bring about social change.

"Research shows investing your pension responsibly can have 27 times more impact on your personal carbon footprint than flying less, taking shorter showers, eating less red meat and taking the train instead of the car combined"

Robert Gardner, Director of Investments at St. James's Place

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
contultation

You're likely to be time-poor, growing in your professional career and wondering how to plan ahead for the future. Typically, that means answering the following types of questions:

Are you maximizing your income and savings in the most tax-efficient manner for your current and short-term goals?
Are your pension arrangements fit for purpose and on target to support your future plans?
What's the best way to invest a bonus or protect any future income?
Do you need to make sure your family is covered in the event something happens to you?

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 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

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 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

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