About us

Castell Wealth Management are a boutique London based financial advice firm whose mission is to teach individuals and companies the art of managing their finances in a thoughtful, sustainable and tax-efficient way. As a company we specialise in responsible investing and sustainable finance for both high net worth individuals and companies.

We have a simple yet highly effective method of approaching your finance – in a fun, personalised, relatable, and non-judgmental way. Since 2014, we have supported our clients with financial planning, cash flow & tax modelling as well as financial wellbeing workshops for individuals, corporate clients and charities.

Drop us a message, and we look forward to contacting you to hear all about your Future Perfect.


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