YOU'VE HAD A SUCCESSFUL CAREER AT SEA AND NOW YOU ARE LOOKING FORWARD TO AN ENJOYABLE RETIREMENT.
BUT ARE YOU ON TOP OF YOUR FINANCIAL WELLBEING?


I'm Tom Wood. I'm a financial adviser who specialises in helping successful captains and senior crew realise their pension benefits, help them retire early and enjoy the retirement they have been working towards, taking the work and the hassle out of accessing their pension flexibly helping ensure they maximise their annual allowances in the most tax efficient way possible.

Tom Wood

Senior Adviser

I will tell you more details about me, my no obligation personal consultation and how I can help you look after your financial wellbeing; transition into retirement and put together a robust wealth management strategy that is aligned with your personal goals and built to withstand the challenges of entering this important next chapter of life.

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.

HOW CAN I HELP YOU

We all know that the transition from working to retirement should be something to look forward too, however, it can often be stressful and understanding the right way to access valuable pension benefits in the most tax efficient way can be confusing. My experience of working with individuals whom have worked at sea for many years is that they are keen to start enjoying retirement, perhaps earlier than initial benefits suggest they can be taken, without taking expensive penalties for drawing them early.

I know that, no matter how old you are or what point you're at in your career, you face a number of challenges. You might be an established expert in your field and at the most financially rewarding stage of your career, even if at times it doesn't feel like it. And then, add on top of that, you're probably juggling the multiple challenges of work, family and planning for the next phase of your life.

It's usual to be wondering what the best thing to do with your money is. You'll be keen to know if you have enough money to invest, where to invest it, how to protect any dependents or even plan ahead for future expenses, like your children's education, helping with their first home or even your own later life planning.

It's also likely that, although you know how important planning ahead for your retirement is, you'll be struggling to find time to look at it properly and have little capacity to think about anything other than work and life. It's completely normal to feel like this - I see it all the time.

I can help you with all of these, and more.

"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 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

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.

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, & 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 & plays a critical role in guiding our behaviour towards each other & the world around us. When you become a Castell client you get much more than just financial advice; you enter an ecosystem of support and opportunity that is fully integrated with & focused on your goals & helping you to achieve them.

Sustainable investing.

We believe that great performance and sustainable investing are not mutually exclusive. But it’s not about making big statements. It’s about being better, taking incremental steps towards it, & helping those around us to do the same. Whether it's ESG investing, educating our children about finances, running financial wellness sessions for employees, or sharing our knowledge & resources; our ultimate goal is to play our part in helping to make the world a better place.

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.

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