ARE YOU TIME POOR BUT IN NEED OF FINANCIAL PLANNING?


At Castell, we help individuals & companies plan for their ‘future-perfect’ and get the very best out of their goal-based financial planning strategies whilst also ensuring that they are as sustainable and responsible as they can be. It's all part of our commitment to playing our part in making a better world for all of us.

We've put together an exclusive no obligation consultation designed to help you develop a financial plan that maximises your financial wellbeing whilst also protecting the planet. Please scroll down for more information and don't hesitate to get in contact if you'd like to book a session.

Peter Clark

Financial Planner

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 time-poor, growing in your career and wondering how to plan ahead for the future. Typically, that means answering the following types of questions:

Are you maximizing your income and savings in the most tax-efficient manner for your current and short-term goals?
Are your pension arrangements fit for purpose and on target to support your future plans?
What's the best way to invest a bonus or protect any future income?
Do you need to make sure your family is covered in the event something happens to you?

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

Angus M.

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

Edward M.

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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