ARE YOU TIME POOR BUT IN NEED OF FINANCIAL PLANNING?


If you're a professional in the finance, property, legal, or technology sectors, there's a good chance that your hours are long and that you're time-poor as a result. You may also be wondering about how to plan ahead for the future. I work with many professionals on blossoming career paths and have a good understanding of the kinds of thing you should be considering.

I've put together this simple page to let you know a little bit more about us, and how I may be able help you with an exclusive no-obligation consultation.

Tom Donlea

Financial Planner

why work with me

I work with many professionals, and have a good idea of the needs that you have. I will always spend time learning about what your 'future perfect' is and how your career progression will align with your personal goals.

I'll help you maximise your income and savings in the most tax-efficient manner for your current and short-term goals.

I can determine if your pension arrangements are align with your fit for purpose and in line with your 'future perfect'.

If you have shares in the business that you work for, I can build strategies for diversifying this accrued wealth in a tax-efficient manner.

If you have a family, we can examine ways to ensure they are financially covered in the event something happens to you.

Ultimately we can help you take control of both your personal and business financial planning, and help you achieve the things that matter most to you.

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.

MY APPROACH


1. Do we fit?

A brief introductory phone call will establish how I may be able to help you and find out if we are right for each other. Should we agree there are grounds for a potential working relationship, we can then schedule a no-obligation discovery meeting.


2. Discovery meeting

During this, I'll be looking to understand what your 'future perfect' is for you and your family; including your short, medium and long term goals, and your values. We will also establish an understanding of your current financial setup and some of the things that will be required to help you achieve your goals. After this meeting, I will follow up in writing to provide an overview of our discussions, and confirm what further steps and information is required.


3. Financial Roadmap meeting

In this meeting, I will present to you a personalised financial roadmap that is built around your goals and your incomes, outgoings and assets. The roadmap is created using best-in-class financial modelling software. It will show you a snapshot of your current financial setup and will demonstrate if you are on track to achieving your goals. We will also discuss a proposed strategy for improving and optimising your setup; and upon your acceptance to proceed, we will discuss the steps required to implement the plan.


4. Becoming a client

Part of being a client of Castell Wealth Management means that we will regularly review with you the progress of your financial roadmap. We will hold periodic review meetings to ensure that I maintain an up-to-date understanding of your evolving needs and keep the plan on track over time.

whAT YOU CAN EXPECT FROM WORKING WITH ME

Regular review meetings

These are to ensure that I maintain an up-to-date understanding of your evolving needs and keep the plan on track over time.

Personal Service

My support team and I 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 or as much or as little control as you like and we will provide 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 inline with our clients’ best interests.

Access to my trusted network of professionals

 If there’s ever anything that I can’t advise on personally, I 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 I recommend. Details here: www.sjp.co.uk/about-us.

“I have a vision to create my own business, but planning for immediate set-up costs whilst juggling the usual costs of running a family has always prevented me. Tom is helping me to unlock the aspiration to start a business by rationalising my existing estate, and managing my existing and projected ongoings. Tom's effort and expertise has been a great help.”

Hugo W, Asset Manager

“Tom has genuine enthusiasm, and his friendly disposition put me at ease throughout. He was able to demystify the scary concept of personal finance in a clear way. I feel I've gained an ally that understands my financial goals and what's more, an ally who can help me achieve them. This is of course underpinned by empathy and expertise. I couldn't recommend him highly enough.”

Andrew K, Associate Creative Director

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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