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Investment

August 8, 2023

Investing in ESG Funds: Building a Sustainable and Rewarding Future Together

IntroductionOur mission is to guide our clients towards their personal "Future Perfect" through consistent financial planning, goals-based investing, and empowering them to pursue their dreams when they want to. With
June 20, 2023

Maximising Allowances for Financial Success: Strategies and Examples

Efficient tax planning plays an essential role in the growth and preservation of financial assets for anyone. A well-rounded financial strategy incorporates pension schemes, insurance policies, and investment opportunities to
June 20, 2023

How to Reduce Your Tax Bill Through Pension Contributions

Reducing tax bills is a top priority for many people planning their finances. A great way to reduce tax bills while building up your retirement savings is by making pension

Recent Posts

  • Investing in ESG Funds: Building a Sustainable and Rewarding Future Together
  • Maximising Allowances for Financial Success: Strategies and Examples
  • How to Reduce Your Tax Bill Through Pension Contributions

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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 2023