How we help

We aren’t here to tell you what to do with your wealth. We’re here to guide, advise and support you, helping you towards a future that’s more rewarding and secure.

At Castell, we work with you closely, getting to know you, your interests, your passions and your goals. We talk to you about your career and your family, and find out about the future you’re looking forward to – and the people who matter most in your life.

To us, you aren’t just a client. You become part of our ecosystem – a world of mutual support and respect in which financial advice is about far more than just figures on a spreadsheet. It’s about building a community with your interests at heart – a community that knows that together, we can make the world a better place.

Whether it’s protecting your family, investing more wisely or planning for your retirement, our expert advice is always tailored to you. And because we believe everyone deserves a better future, we strive to make your wealth work as ethically and responsibly as it can. We can’t know everything about tomorrow, but with sound financial planning, we can have a better idea of what is ahead.

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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.