HELLO THERE

WE'D LOVE TO START A CONVERSATION WITH YOU


If you're reading this, then it's highly likely that you've been referred to us by somebody who feels that you might be interested in our wealth management advice.

If so, we've put together this simple page to let you know a little bit more about us, our driving belief in responsible investing and how we think we can help you with an exclusive no obligation consultation with one of our experienced advisers.

James Parfitt

Financial Adviser

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.

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.

HOW I CAN HELP YOU


We work with many different kinds of people, helping each to make the right decisions to help maximise their financial security and peace of mind, but we thought it would be helpful to group them into three broad types:

1. People who already have an investment strategy, a pension or a financial plan in place but aren't sure if it's still fit for purpose or going to deliver the future they want. If you know anybody like this - and it's often colleagues at work - we can offer them a second opinion or a sense-check. 


2. People who don't currently have a financial plan in place, but would value knowing what their options are and how to start putting one together. Despite our best efforts, many people don't have a financial plan. If you know somebody in this position, we can help get them started, no matter what their age, status or circumstances.


3. People who suddenly find themselves with a specific financial obstacle or have experienced a life event that they need help dealing with. It could be how to fund long-term care, questions about inheritance and tax planning, arranging a mortgage or re-mortgage, investing a lump sum or providing cover to protect their family. Whatever their circumstances or questions, we'll be able to help.

What's more, we help all of the above to be as responsible and sustainable as possible with their wealth management. It's a core part of our commitment to playing our role in helping to make the world a better place.

If any of these scenarios feel familiar to you and you'd be interested in talking to me, I'd be delighted to offer you a no obligation consultation.

"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."

Dave C.

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.

Martin H.

whAT next?

 Whatever your situation, we'd be delighted to offer you an exclusive consultation with James Hole, one of our experienced advisors.

James will use the time to find out what your challenges are and how we might be able to help. He'll also identify what's important to you and what your goals and aspirations are. It's what we call your Future Perfect. We'll then use our extensive experience of helping people in similar situations and combine it with our powerful planning software to see how realistic your goals are and start looking at what could be achieved with a bit more planning.

There's no obligation and at the end of the session you'll be better informed and empowered with the right kind of knowledge to start making your Future Perfect a reality.

FREQUENTLY ASKED QUESTIONS

When it comes to managing your finances, it's only natural to have questions and wonder if we're the right adviser for you. So here are some of the most frequent questions we get asked with some answers that we hope will help to reassure you.

I've always thought that financial advice is only for wealthy people. It's not for normal people like me.

We hear this a lot, often from people who have never used a financial planner before. It's true that some do only want to deal with the very wealthy but here at Castell, we believe that everyone should have access to good financial advice and that, in fact, those with less need it even more. Rest assured you will be among like minded people; our clients are from all walks of life and are normal hard working people with careers, families, worries and dreams just like most of us.

The idea of financial advice sounds very expensive. Will I be able to afford the fees?

Many people think that financial advice is expensive and although we would say that the cost of no advice could be even more expensive in the long run, fees are always an area of concern for new clients. We will always be transparent with our fees and will never incur any cost without explaining it to you in advance and receiving your approval first. There are never any surprises. It's our job to give you advice that will benefit you and aim to put you in a better financial position even when any fees or costs are considered too. As an experienced and industry recognised adviser, I stand by the quality of our advice and of our advisers. It means that we might not be the cheapest financial adviser you can find but we provide value for money. And, of course, the suitability of our advice is backed up by the St. James's Place guarantee.

I don't like and often don't understand all the jargon and technical language financial advisers always seem to use.

We agree! Many people say looking at their finances can be a bit daunting and even boring too. So we make a point of straight talking and not using confusing jargon and technical language no more than we have to do legally. In truth, good financial planning should be simple and straightforward to explain.

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

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