But to be sure that your business can deliver what you want, you need to be able to answer three simple questions:
How much will you need to fund that lifestyle?
Are you on track now, in terms of both your personal wealth and business value?
What more could you and your business achieve with a little more planning?
We can help you to answer these questions, take control of both your personal and business financial strategies and deliver the retirement and lifestyle that you want. And all in a sustainable and responsible manner.
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're offering an exclusive one to one session that's been developed specifically for business owners to help you explore multiple scenarios and ways to improve your outcomes, achieve your goals and maybe even surpass your expectations for your retirement planning. Working with one of St. James's Place's business partners, an expert in business growth planning, we'll be able to provide a range of services that will integrate your personal financial objectives with your business strategy.
At the end of the session you'll be better informed and empowered with the right kind of knowledge to make sure that your personal and business strategies are aligned with each other, working to the same objectives and will deliver the retirement that you want.
We work in conjunction with an extensive network of external growth advisers and SME specialists who have been carefully selected by St. James's Place. The services provided by these specialists are separate and distinct to the services carried out by St. James's Place and include advice on how to grow your business and prepare your business for sale.
"With the advice from James Parfitt, I was able to help secure a financial future for my children. He was instrumental in setting up my unit trust account and kept me updated throughout the entire process. I highly recommend Castell as their knowledge, service and professionalism gave me peace of mind when sorting out my finances."
I was referred by a close friend who had mentioned how deeply impressed they were with the work James had done for them. Previously I had not thought about using the services financial adviser and took on the stresses and worries of managing my finances myself. Working with James has allowed me for the first time to feel confident, reassured and excited about my financial plan and my future. James has brought purpose and clarity to my plan and across a few meetings has eradicated the worries and sense of uncertainty I used to have when it came to finances. The model and roadmap that James built for me has been invaluable in opening my eyes to the importance of planning long term and showed me what we steps we'd need to take to achieve my goals. Without sounding too clichéd, I wholeheartedly wish that I met James earlier and believe that not only myself, but also my family, are in a much better position since following James' advice. I wouldn't, and haven't, hesitate to introduce my friends and family to James and Castell Wealth Management.
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.
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.
© Castell Wealth Management Limited. 2023.