head of replacement business
Prior to joining Castell Wealth Management, Danielle spent two years with national insurance company, Towergate where she achieved her underwriting level 2 qualification as well as supporting and advising customers on existing policies. She joined the team with Castell Wealth Management Ltd. in the summer of 2021 and looks forward to her future with the company with the challenges and opportunities it will bring.
Danielle studied Physical Geography at Swansea University and graduated with Upper Second-Class Honours. Her dissertation focused on the impact of sea level rises and she is dedicated to supporting our Advisers as they help our clients to achieve financial wellbeing in a world worth living in through goals based investment planning.
When not at work, she spends her time learning Spanish and booking her next trip abroad. Most recently on her travels, she has scouted out South America.
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