As an Associate Adviser, Ella focuses on building and maintaining the great client relationships that Castell is renowned for. Ella is predominantly responsible for managing the servicing of James Lindley’s clients, and she thrives on seeing these clients working towards and achieving their goals and ambitions.
Prior to joining Castell, Ella specialised in advising clients on legal matters such as property ownership, buy-to-let property portfolios and estate planning, including wills and powers of attorney at Thorntons Law in Edinburgh. Ella’s genuine passion for financial planning led her to Castell in early 2022.
Ella has achieved her Diploma in Financial Planning and is on track to be managing her own portfolio of clients imminently. She is dedicated to expanding her knowledge to be of the most value to clients. So far, she has gained numerous professional qualifications throughout her career, including the Certificate in Mortgage Advice and Practice (CeMap), continuing her journey to becoming chartered.
New to London (originally from Northern Ireland). Outside of work, Ella enjoys exploring the restaurants and art galleries that the City has to offer.
*As an Associate Adviser, Ella is not yet fully authorised to give financial advice.*
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.
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 your 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