do you know how much money you need to fund your life goals?


At Castell, we help individuals & companies plan for their ‘Future-Perfect’. We help them to get the very best out of their goals & ambitions in life, whilst also ensuring that clients are as as they can be. 
We've put together an exclusive consultation for NHS staff, designed to help you develop a financial plan that whilst also protecting the world around us. Please scroll down for more information & don't hesitate if you'd like to book a session.

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.

HELPING YOU TO GROW AND
PLAN YOUR FUTURE-PERFECT

You're likely to be very busy, progressing in your career and wondering how to plan for the future ahead. Typically, that means answering the following types of questions:

Am I maximising my income & savings in the most tax-efficient manner for my goals?
Are my pension arrangements fit for purpose & on target to support my future plans?
What's the best way to invest my bonus or accrued savings?
Do I need to make sure my family is covered in the event something happens to me?
Could I be investing more responsibly?

Being able to answer questions like these is all part of identifying what your key financial objectives are.  We call it your 'Future Perfect'.  Whatever yours is, we can help you to put together a plan that will help you to get there.

"Since moving my savings over to St. James's Place, my Castell adviser has always been available for consultation & the support I receive is excellent. I would have no hesitation in recommending them to any of my colleagues."

Angus M.

"I required investment & protection advice for both my personal finances & my business. My Castell adviser has been very responsive & has provided a highly knowledgeable & clear picture of the options regarding a number of different priorities. He has provided a friendly & efficient service & I feel comfortable in the knowledge he is structuring my finances effectively, & being proactive with them."

Edward M.

"Having been working with Castell for the last 7 years, I love their no-nonsense advice & appreciation for my financial aims, which are ahead of track thanks to the investment advice I've received."

Anne M.

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.

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 US 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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