If your business is your pension, will it deliver the retirement you want?
As a business owner, it's only natural to hope that your business will one day help to fund a comfortable lifestyle and retirement.
Tom Wood
Senior Adviser
To be sure that your business can deliver what you want, you need to be able to answer three simple questions:
How much will you need to fund that lifestyle?
How much will you need to fund that lifestyle?
Are you on track now, in terms of both your personal wealth and business value?
We can help you to answer these questions, take control of both your personal and business financial strategies and deliver the retirement and lifestyle that you want.
Your Personal Consultation
We're offering an exclusive one to one session that's been developed specifically for business owners to help you explore multiple scenarios and ways to improve your outcomes, achieve your goals and maybe even surpass your expectations for your retirement planning.
At the end of the session you'll be better informed and empowered with the right kind of knowledge to make sure that your personal and business strategies are aligned with each other, working to the same objectives and will deliver the retirement that you want.
We work in conjunction with an extensive network of external growth advisers and SME specialists who have been carefully selected by St. James's Place. The services provided by these specialists are separate and distinct to the services carried out by St. James's Place and include advice on how to grow your business and prepare your business for sale.
“The first meeting with Tom was exactly what I needed. We talked through everything in detail no judgement, an open and honest conversation. There was no pressure to move forward but I’m delighted I did and can see the money building for the future.”
Michael P, Senior Manager
"Tom has a great knowledge of many different areas and I would happily recommend him to any of my friends, family or anyone that was looking for a helping hand with any financial advice.
Tom was great throughout the process and is continuing to monitor and communicate with me on the current investments and always looking at the next option. Very professional and I wouldn't want to use anyone else.”
Chris S, Director
The reviews shown above have been gathered and displayed directly through Vouched For and have not been verified by SJP.
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.