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.
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.
HOW WE HELP
Individuals & Families
Find out how we help individuals and families to plan the future they want.
Nearing Retirement
Find out how we help those nearing retirement achieve the life they imagined.
Business Owners
Find out how our specialist advice benefits business owners, directors and their businesses.
City Professionals
Find out how we help city professionals plan their “Future-Perfect”.
Responsible Investing
Find out how we help people invest in a responsible way.
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 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…
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…