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.

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.

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.

Sustainable investing.

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.

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.

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