Join us on the journey

Towards a better world.

We believe in helping you plan for the life you want rather than letting the future take you by surprise.

By guiding you through the right financial decisions today, we help you prepare for the days, months and years to come, helping you achieve your life goals whilst also trying to make a positive impact on the world around us.

We are progressive financial advisers who provide lifelong wealth management strategies for our clients.

We offer a full range of services designed to help support you in achieving your ‘Future Perfect’. This includes investment planning, retirement planning, protection, access to specialist banking and mortgages.

Your home may be repossessed if you do not keep up repayments on your mortgage.

A BETTER WAY TO MANAGE YOUR WEALTH

We can’t know everything about tomorrow.
But with sound financial planning, we can have a better idea of what’s ahead.

LET’S BUILD A BETTER FUTURE – HOW WE HELP
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To us, you aren’t just a client. You become part of our ecosystem – a world of mutual support and respect, in which financial advice is about far more than just figures on a spreadsheet.

Read our client reviews

Get to know our people

James Lindley

Director

James Lindley is the founder of Castell Wealth Management. He has a personal mission to teach individuals and companies the art of managing their finances in a thoughtful, sustainable, and tax-efficient way…

Tom Wood

Senior Adviser

As a Senior Adviser of Castell Wealth Management, Tom specialises in providing high-quality personal advice. His predominant focus is advising a trusted client base on lifelong wealth management strategies helping them achieve their…

Karishma Kaimal

Practice Manager

Karishma joined the financial services industry in 2017 after graduating from Lancaster University with an Honours degree in Economics. She has been working at St. James’s Pace Wealth Management since 2018 most…

Francesca Bartlett

Business Support Manager

Francesca joined Castell Wealth management as a Business Support Manager in 2021. Prior to this, she had considerable experience in managing the back office and HR duties across different sectors. Francesca joined…

James Addison

Financial Adviser

As an adviser of Castell Wealth Management, James focuses on providing holistic financial planning and investment planning advice to city professionals and business owners across a wide range of exciting industries. James…

Garth Donnan

Financial Adviser

Garth is a South African born wealth manager based in London, focused on providing sustainable goal-based financial management to his clients. His top priority is working with individuals alongside their family and business…

Aryan Chopra

Financial Adviser

Originally from Canada, Aryan has built a career around solving problems and finding creative solutions for his clients who are looking to save on taxes, make their money work smarter and achieve…

Stacey Presly

Financial Adviser

Stacey is a financial adviser who has a passion for helping successful and independent women manage their wealth. Stacey prides herself in bringing a fresh approach to financial planning for clients and…

James Hole

Financial Adviser

James is a Financial Adviser at Castell Wealth Management who recognises that everyone has the right to personal feelings about their money and takes the time to understand his clients before providing…

Tom Donlea

Financial Adviser

Tom is a reliable and dedicated Adviser with Castell Wealth Management. Prior to becoming an Adviser, Tom built a wealth of knowledge by consulting with a number of the world’s largest investment…

Isabel Kelly

Head of Replacement Business & Head Paraplanner

After graduating with an honours degree in Economics at Newcastle University, Isabel began her career with AJ Bell specialising in Pensions. She started working within the Partnership of St. James’s Place in…

Skye MacDonald

Replacement Business & Paraplanner

As a paraplanner and business administrator within Castell Wealth Management, Skye is responsible for preparing reports, administrative tasks as well as acting as the lead team member on preparing client cash-flow and…

Lisa Andreyko

Paraplanner

Having graduated from Birmingham University with an MSc in International Marketing and an LLB in law, Lisa was torn between staying in the UK or returning to her home in Toronto, Canada….

Danielle Fox

Paraplanner

Prior to joining Castell Wealth Management, Danielle spent two years with the national insurance company Towergate where she achieved her underwriting level 2 qualification as well as supporting and advising customers on…

Lucy Price

Financial Administrator

Lucy has joined the Graduate Scheme at Castell having graduated from Durham University with a First-Class Honours in Theology. She has represented the British team in Horse Riding Eventing as well as…

Michael Cook

Head of Marketing

Michael joined Castell Wealth Management as Head of Marketing in 2021. Before joining, he worked in sales, gaining significant experience interacting with both corporate and private clients in the wine industry and…

Isobel Turner

Financial Paraplanner & Support Team Lead for Tom Wood

Isobel did not originally start her career in financial services, but rather in medical research, having graduated with an Honours degree in Pharmacology and Innovative Therapeutics from Queen Mary University of London….

Tom Barsby

Practice Manager to Tom Wood

Tom joined the Castell Wealth Management Team as a Practice Manager for Tom Wood in August 2021. Before joining Castell, Tom started his career at St. James’s Place as an apprentice in…