THE BEST TIME TO START PLANNING FOR YOUR RETIREMENT IS NOW.


We've helped lots of people with their pensions and we're really happy when our help means our clients can retire earlier or with more income than they thought possible. And what's more, at Castell Wealth Management Ltd, we believe delivering outcomes like these should not cost the earth.

If you're interested in pension advice aiming to deliver your personal goals, then please talk to us.

If you take us up on our offer of a no obligation consultation, we'll give you a personalised illustration of what your pension could achieve with some good financial planning.

Tom Donlea

Financial Planner

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected & the value may fall as well as rise. You may get back less than you invested.

HOW I HELP MY CLIENTS


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.

"Tom is courteous and professional, taking time to explain the process and the various options presented to us. He explained everything to us carefully and allowed us time and space to come back with further questions hen necessary. He is extremely knowledgeable and we felt very comfortable placing our trust in him through the process."

Claudia C, Solicitor

"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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