Company benefits advice

At Castell Wealth Management, we pride ourselves on delivering tailored financial solutions that cater to the unique needs of businesses, ensuring financial well-being and protection for both companies and their valued employees.

Corporate pension advice and reviews
Ensuring your company's pension scheme aligns with your business goals and benefits your employees.

Income protection insurance
Boosting employee wellfare and safeguarding your financial stability by designing personalised plans that provide a stable salary replacement in the event of illness or incapacity within your workforce.

Death in service and group life cover
Supporting your staff, offering financial protection and peace of mind.

Shareholder protection
Protecting business continuity and ensuring a smooth transition of ownership in the event of a shareholder's death or critical illness.

Private medical insurance
Securing the health and well-being of your employees with tailored healthcare solutions.

Sharescheme advice
Guiding businesses in the implementation and management of share incentive schemes to attract, retain, and motivate key talent.

Director benefit reviews
Optimising executive compensation and benefits, tailoring packages to attract and retain top-tier leadership talent and aligning with corporate objectives.

Trust in Castell Wealth Management to navigate the intricacies of financial planning, providing expertise, and unwavering commitment to securing the financial future of your business.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

No matter how distant the need for long term care may seem; whether it's decades, years, or even months away, our financial experts are here to simplify the process and make it as stress-free as possible for you.

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

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