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Don't pay more taxes than you need to.

Take Control of Your Retirement Planning
How to Organise Multiple Pension Pots Without the Hassle

In this comprehensive guide, you'll learn:

Define your goals and the timescale to achieve them.
Trace back all of your old workplace pensions.
Discover your risk attitude.
Make sure your underlying funds are aligned with your goals and values.
Responsible Investing.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and 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 and are dependent on individual circumstances.

SJP approved as at xx/xx/xxxx

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: 251 Grays Inn Rd, London WC1X 8QT.

© Castell Wealth Management Limited. 2023.

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