As certified financial advisers and wealth management specialists, we provide you and your ecosystem with unlimited support and value by aligning ourselves with your personal goals, ambitions and objectives. We take the time to understand the journey ahead of you and support you on this journey. We aim to grow your investments in a simple, effective and tax-efficient way, to help achieve your goals.
With over 150 reviews across Google & Vouched For, it’s clear that clients value our uniquely personal approach to helping them. Our network of more than 1,500 clients has grown almost entirely through personal recommendations and selectively working with the clients that we choose to embark on a lifelong journey with.
We chose ‘Castell’ as our company name because it represents solidarity and working together; this concept has served as an inspiration to the values we hold and the livelihoods that we support. At the very heart of everything we do and everyone we support, we encompass the core values of trust, transparency and teamwork in an agile and responsible working relationship.
We are a well established, London based financial advice firm whose mission is to teach individuals and companies the art of managing their finances in a thoughtful, and tax-efficient way as a means to achieve their personal Future Perfect.
This is achieved through:
Our clients are supported with a bespoke and personalised client service and state-of-the-art financial technology, giving them confidence that their financial affairs are handled with the highest level of competency. The team at Castell Wealth Management consists of highly experienced Advisers who pride themselves on promoting forward thinking, creativity and open communication.
The office, in the heart of the City of London, exhibits an atmosphere of enthusiasm and optimism, substantiating our position as a leading partnership within a premier financial services firm. By achieving our mission to financially educate, provide financial security, and improve the lives of our clients through goals based investing, we have earned the respect and admiration of the financial community and the people we work for.
We aren’t here to tell you what to do with your wealth. We’re here to guide, advise and support you, helping you towards a future that’s more rewarding and secure.
At Castell, we work with you closely, getting to know:
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. It’s about building a community with your interests at heart – a community that knows that together, we can make have a plan to work towards a better future for your lives.
Whether it’s protecting your family, investing more wisely or planning for your retirement, our expert advice is always tailored to you. And because we believe everyone deserves a better future, we strive to make your wealth work efficiently as it can. We can’t know everything about tomorrow, but with sound financial planning, we can have a better idea of what is ahead.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
We offer a no-obligation consultation designed to help you develop a financial plan bespoke to your life goals. Book your consultation today and take the first step towards a more secure financial future.
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: 251 Grays Inn Rd, London WC1X 8QT.
© Castell Wealth Management Limited. 2023.
SJP approved as at 24/11/2023