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over 100 years combined experience

The Business Owner’s Advantage

EVERYTHING YOU NEED TO GROW, PROTECT & EXIT YOUR BUSINESS

Powered by Castell Wealth Management, Z group & Seven Legal

Three specialist firms, one mission:

MAKE YOU RICHER, SAFER & FREER - FASTER!

The Founder First Eco-system

Castell Wealth Management, Z group and Seven Legal have built the first of its kind proposition.

All three businesses work closely together so that each of our clients receives maximum advice, with minimum thinking time.

Allow us to communicate and formulate a strategic plan to help you start up, scale up or exit your business.

Exit Planning

Your critical friend on business exit.

Every business owner faces the ultimate question: how do you exit?

Do you sell? Do you scale down? What’s your business really worth? And more importantly, who’s willing to pay top dollar for it? That’s where we come in. We don’t just explore your options, we create them. With our extensive network of strategic buyers, we regularly secure sale prices above standard market valuations.

No board? No problem!

We step in as your sounding board, bringing boardroom-level expertise to sharpen decisions, accelerate your strategy and drive your exit across the finish line.

When the time is right, we’ll make sure you don’t just exit - you win!

Funding

Who, what, where, when and how?

From Zero to Hero

Whether you’re starting up, scaling up, or already VC-backed, the question is always the same: where’s the money coming from and how do you get it on the best terms? 

That’s where we step in. We’ll open the door to our investor network, connect you with the right capital at the right stage, and make sure your deck lands in front of the people who can actually write the cheque.

If it’s the right fit, we’ll find the money. Simple as that.

But funding isn’t the finish line, it’s the start of the race. Once you’ve raised, we help you deploy that capital with precision: strategy, structure and scale.

Why us?

Because VC money without the right advice is wasted. We help you refine the idea, shape the strategy and get you investor- ready, whether you’re pitching for your first round or positioning for sale.

Wealth Management

Alongside growing your business

Building your business is only half the game, the other half is making sure you and your beneficiaries keep what you’ve earned.

We can provide tax-efficient wealth management planning that runs in parallel with growing your business. While you’re driving growth, we’re making sure every pound you extract works harder for you, your family, and your future.

Should you take VC funding? Should you leverage SEIS or EIS? When’s the right time to pull profit out and how should you do it? Dividends? Salary? Something smarter?

We’ll structure it so you’re in the best tax band, not HMRC’s favourite donor list.




Get in touch

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.

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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 10/08/2026