do you know of someone we can help?
We've built our business on referrals and recommendations and are always thankful to our many clients who are kind enough to recommend us to their friends, family and colleagues.
Being referred is one of the best compliments that we can receive but we are often asked what's the best way to do it. So, we've put together this simple guide to make it easier for our clients to introduce us and for us to show our thanks.
Tom Donlea
Senior Adviser
HOW TO REFER US
It's simple.
No forms to fill out or phone numbers to dial. Simply introduce me over email and ask them to contact me via: tom.donlea@sjpp.co.uk.
Once they have been in touch I will share some brief information before scheduling an introductory phone call.
WHO WE HELP
We work with many different kinds of people, providing each with robust financial planning to help them maximise their financial security and peace of mind. The types of people we most commonly work with are (but are not limited to):
If you know anyone that you feel could benefit from a conversation with me, then I would be very thankful for the introduction. Whatever their circumstances or questions, I'd be happy to help and if we can't assist directly then we usually know somebody who can.
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.
"I required investment and protection advice for both my personal finances and my business. Tom 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, Founder
"Tom's advice has been consistently sound and trustworthy. Working with him has given me the peace of mind that he is reviewing my finances in the best interests of me, my family, and my company. It's allowed me to focus on running my business. I would not hesitate in recommending him to anyone and actively do so."
Jon S, Managing Director
The reviews shown above have been gathered collected and displayed directly through from Vouched for reviews of our business and have not been verified by SJP.
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.