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.
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.
Get to know our people
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…
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 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…
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…
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…
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 prides herself in bringing a fresh approach to financial planning for clients and their families, being open and efficient to make clients’ lives that little bit easier. She has a passion…
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 is a reliable and dedicated Financial Adviser with Castell Wealth Management. Prior to becoming a Financial Adviser, Tom built a wealth of knowledge by consulting with a number of the world’s…
Peter joined Castell Wealth Management in Spring 2022 following a career change from retail and wholesale banking, after deciding his future lies in financial advice. Peter previously worked at both the Co-operative…
Laria joins Castell Wealth Management as part of the St. James’s Place Adviser Academy 2021 intake. She is passionate about helping her clients to achieve their long-term objectives through growing and protecting…
Replacement Business & Paraplanner
As a paraplanner and business administrator within Castell Wealth Management, Skye is responsible for preparing reports, and administrative tasks as well as acting as the lead team member in preparing client cash-flow…
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….
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 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…
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…
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….
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…
Client Relations Manager
As Client Relationship Manager, Ella focuses on building and maintaining the great client relationships that Castell is renowned for. Ella is predominantly responsible for managing the servicing of James Lindley’s clients, and…
Head of New business
Joe is bilingual in both Arabic and Spanish, as well as being an ex-competition swimmer who previously trained and competed with the Tunisian National Swimming Team. He joined Castell Wealth Management following…