THE FUTURE BELONGS TO THOSE WHO PREPARE FOR IT TODAY. YOU KNOW THE IMPORTANCE OF PLANNING AND PREPARATION IN SPORT. WHY APPROACH YOUR PERSONAL WEALTH ANY DIFFERENTLY?


In an increasingly unpredictable and competitive sporting environment it is imperative sports athletes seek professional financial advice as early as possible to ensure their finances are managed to the highest standards to help them plan for life during and after sport.

Peter Clark

Financial Planner

Competing at the highest level of sport can open and close doors to opportunity faster than in any other profession. Your financial plans need to be ready to adapt to changes in your life, alterations in tax law and changes in the markets to remain effective.

We have widespread experience of helping sports professionals to get the most from their financial opportunities.

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.

A KEY PART OF YOUR TEAM

We can work alongside your existing agent, accountant, solicitor, and tax adviser to ensure that you receive a complete service tailored around your unique circumstances and needs.

As a member of the St. James's Place Partnership, we have access to some of the most highly regarded professionals working in financial services today. When required, we can call upon this resource to provide you with the best possible advice.


Why Castell?

Our philosophy is that all our advice is driven by your individual needs. We know that by putting you at the centre of our service, long term relationships are built, and this is the foundation of our business. In an uncertain world, our integrity-based approach brings you peace of mind.

"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.

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 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.

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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