The Wealth Score Card provides a common metric that allows a comparison of financial well-being across people and over time.
The wealth well-being scale is a free tool to help you measure your financial well-being. The scale, which was developed and rigorously tested by The Bureau, contains 10 questions to capture how you feel about you financial security and freedom of choice, plus 2 questions to assist with scoring. Responses to the questions can be converted into an overall financial well-being “score” between 0 and 100.
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected & the value may fall as well as rise. You may get back less than you invested.
Collect responses to the questionnaire. In order for the scorecard to work properly, you must not change the wording of questions or responses and the respondent must answer every question in the questionnaire.
Calculate the total response value. Using the scoring worksheet, add the person’s responses to find the “total response value.”
Convert the total response value to a financial well-being score. On part two of the scoring worksheet, locate the total response value in the first column, then follow the row across to the appropriate column based on the respondent’s age group and how the questionnaire was administered.
Once you’ve calculated your score , you can use the score to understand your current state of financial well-being and compare your score to the scores of other people in your age range.
"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."
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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, & 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 & plays a critical role in guiding our behaviour towards each other & the world around us. When you become a Castell client you get much more than just financial advice; you enter an ecosystem of support and opportunity that is fully integrated with & focused on your goals & helping you to achieve them.
We believe that great performance and sustainable investing are not mutually exclusive. But it’s not about making big statements. It’s about being better, taking incremental steps towards it, & helping those around us to do the same. Whether it's ESG investing, educating our children about finances, running financial wellness sessions for employees, or sharing our knowledge & resources; our ultimate goal is to play our part in helping to make the world a better place.
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.
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