YOU'RE A SUCCESSFUL AND INDEPENDENT FEMALE PROFESSIONAL.
BUT ARE YOU ON TOP OF YOUR FINANCIAL WELLBEING?


I'm Stacey Presly. I'm a financial adviser who specialises in helping successful and independent women manage their wealth.

I will tell you more details about me, my no obligation personal consultation and how I can help you look after your financial wellbeing and put together a robust wealth management strategy that is aligned with your personal goals and built to withstand the challenges of life as an ambitious woman.

Stacey Presly

Adviser

HOW I CAN
HELP YOU

We all know that it shouldn't be different for women, but it is. There's no point pretending otherwise. My own experience of life and helping many other dynamic and ambitious women look after their financial wellbeing tells me that there’s often a wider variety of challenges for women to overcome.

I know that, no matter how old you are or what point you're at in your career, you face a number of challenges. You might be an established expert in your field and at the most financially rewarding stage of your career, even if at times it doesn't feel like it. And then, add on top of that, you're probably juggling the multiple challenges of work, family and planning for the next phase of your life.

It's usual to be wondering what the best thing to do with your money is. You'll be keen to know if you have enough money to invest, where to invest it, how to protect any dependents or even plan ahead for future expenses, like your children's education, helping with their first home or even your own later life planning.

It's also likely that, although you know how important planning ahead for your retirement is, you'll be struggling to find time to look at it properly and have little capacity to think about anything other than work and life. It's completely normal to feel like this - I see it all the time.

I can help you with all of these, and more.

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.

your
PERSONAL
CONSULTATION

I'm offering an exclusive no obligation financial planning consultation with me to help you plan ahead with confidence.

The session is tailored specifically for women. I’ll use the time to find out a little more about you, where you are now, how you got here and where you want to go. I’ll go through your goals or even help you to identify some if necessary and establish what you need to achieve and by when.

I’ll then assess how realistic those goals are and see if you could achieve even more with some expert advice and careful planning. If you have an existing pension or investments I’ll even analyse their performance and share with you what’s worked well for others in similar situations.

There is no obligation and at the end you’ll be better informed and prepared to plan a better financial future whether you choose to work with me or not.

"Stacey delivered a truly professional financial service in guiding me to a pension plan that met all my needs by putting her clients’ interests first. I would highly recommend her to anyone wanting to achieve better financial outcomes."

Colin W.

 "I am so grateful to have found Stacey Presly. Her expertise, professionalism, and passion for helping women with financial prosperity are just a few of the reasons I've loved working with her so far. I went from feeling overwhelmed with my finances to now feeling empowered with a clear plan and knowing I'm in trusted hands."

Alicia C.

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.

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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