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.

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.


E-Briefing Service

Stay up-to-date with the latest Industry Insights

Enter your email address and register or update your existing email preferences.