finance planning for your business and your workforce
Today’s employees and executives want more than benefits. Help give them peace of mind by partnering with Castell for workplace solutions and tailor-made financial planning programs.
James Lindley
Founding Director
Workplace Financial Planning
Empower the entire workforce to achieve financial goals and navigate life events through personalised one-on-one guidance, digital tools and workplace solutions.
Establish Financial Foundation
Help employees take control of their personal finances and drive awareness and engagement with workplace benefits.
Build Financial Stability
Dedicated advisory services to help business leaders achieve long-term goals and optimise compensation and benefits.
Manage Wealth
Highly personalised services that help executives maximise financial opportunities and mitigate risk, freeing up their time to focus on your business.
Your Workplace Benefits
Setting up and reviewing your workplace benefits to ensure they are complaint, fit for purpose and providing the benefits that a growing workforce needs.
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
Enhance Employee Productivity and Focus
We provide expertise and resources to help create a workforce that is less stressed about finances and more focuses on driving business.
Optimise Benefits and Compensation
Acting as an extension of your HR and benefits team, we help to increase awareness of your company's compensation and benefits.
Navigate Risk
We apply as a holistic approach to corporate risk management by assisting in adherence to company procedure, regulatory policy and tax laws.
Go beyond freemium, generic financial planning. Partner with us to design a resource management plan that meets the unique needs of every employee.
Empower Your Teams
Optimise Compensation & Benefits
Increase workforce retention and ROI on benefit programs by realising the true value of what you offer.
Enhance Productivity & Focus
Educate and empower your employees to have confidence in their finances, so they stress less and stay productive.
Navigate Risk
Promote compliance with company procedures, regulatory policies and tax laws.
Inspire Your Workforce
Reduce Stress, Build Confidence
Offer full-service financial planning strategies and solutions that meet the needs of a modern workforce.
Set & Achieve Goals
Develop tailored plans to make employees more likely to achieve short and long term goals.
Create Peace of Mind
Give employees someone to turn to for guidance on their personal finances and unique needs.
Multidisciplinary approach
Financial planning discussions vary depending on the financial counseling programme offered.
Benefits and Compensation
Education on all benefit plans to drive optimisation and utilisation.
Retirement Planning
Integration of benefit plans, from regular contributions considerations to sophisticated modeling of spending and wealth accumulation.
Investment Planning
Comprehensive assessment of risk and return with the aim of strategic portfolio construction.
Estate Planning
From education and guidance of the creation of basic estate documents to tax-efficient wealth-transfer strategies.
Cash Management
From budgeting and debt management to forecasting liquidity needs and long-term wealth accumulation.
Tax Planning and Strategies
Review of opportunities to navigate tax obligations, from deductions to withholding sufficiency and preparation of income tax returns.
Insurance
From identification of insurance needs to actively mitigating exposure to risk accross tax, regulatory and company policies.
"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
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 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.