WELCOME clients of
stanford wealth management ltd
"I have carefully selected Castell Wealth Management as the ideal transfer partner due to not only the back office and support staff, but also the Advisers within the Practice who all work to the same ethos and approach that I do."
Client relationships lie at the heart of responsible financial advice, and when I do retire in three years time, you will already have an established relationship with Castell Wealth Management so that you feel confident about your financial wellbeing and future."
Adrian Batchelor
Founding Director, Standford Wealth Management Ltd
"We are delighted to be working together with Adrian and Michelle in the diligent handover period leading up to Adrian's well-earned retirement.
At Castell, we help individuals & companies plan for their ‘future-perfect’ and get the very best out of their goal-based financial planning strategies."
James Lindley
Founding Director, Castell Wealth Management
WHAT YOU CAN EXPECT FROM WORKING WITH US
Regular review meetings
These are to ensure that we maintain an up-to-date understanding of your evolving needs and keep the plan on track over time.
Personal Service
We will manage the administration of your assets and policies. We are directly contactable and will never pass you to a call centre.
Ease
We deal with busy individuals, families and businesses who do not have the time or inclination to manage their own finances in an effective manner.
Control
You can maintain as much or as little control as you like and we will provide you with the support to help you make the best decisions.
Legislation changes
We are proactive in making sure that your planning keeps up with changes in legislation and we'll ensure you are taking advantage of all the reliefs and allowances available.
High standard of advice & fund management
Any fund manager and provider on the St. James’s Place panel has been carefully selected and will continue to be reviewed in line with our clients’ best interests.
our trusted network of professionals
If there’s ever anything that we can’t advise on personally, we will be able to refer you to a specialist in that field.
Advice guarantee*
The suitability of our advice is backed by the SJP advice guarantee, which is provided on the wealth management solutions that we recommend. Details here: www.sjp.co.uk/about-us.
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.
*St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group’s website at www.sjp.co.uk/products.
"The team at Castell have supported our rapidly growing business Sochitel with advice and help around our corporate benefits, including company pension schemes, income protection for staff and death in service group benefits. James has provided excellent advice on these work benefits alongside tax-efficient cash-extraction from a share sale. I cannot recommend him highly enough to any growing business. It has been a privilege to be part of their ecosystem of influential clients."
Jerry, CEO Technology Platform
“As a business owner, I needed an adviser who understands that my commercial and financial objectives must be aligned and that, ultimately, my business is my retirement vehicle. James and his team have put this at the heart of their advice, transforming my investment strategy and providing the clarity, focus and reassurance of a long term plan that will deliver the lifestyle and security that I want for me and my family. The responsible and sustainable approach is the icing on the cake. I have no hesitation in recommending them to other business owners looking to grow or sell their business."
Zaid, Business Owner & CEO
"Castell Wealth Management have provided a friendly and efficient service and I feel comfortable in the knowledge they are structuring my finances effectively, and being proactive with them."
Edward, Founder & CEO
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SPECIALIST ADVICE AREAS
We are a progressive financial advisory firm that provides lifelong wealth management strategies for our clients. We offer a full range of services across investment planning, retirement planning and protection planning that are focused on helping you to achieve your life goals.
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.
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 20/11/2024