For City Professionals
At Castell, we help city professionals plan for their ‘Future Perfect’ and get the very best out of their goal-based financial planning strategies whilst also helping and encouraging them to be as sustainable and responsible as they can be.
Are you time poor but in need of financial planning?
We’ve put together a no obligation consultation designed to help you develop a financial plan that maximises your financial wellbeing whilst also helping to protect the planet. It’s all part of our commitment to playing our part in making a better world for all of us. Please scroll down for more information and don’t hesitate to get in contact if you’d like to book a session.
YOUR PERSONAL CONSULTATION
Helping you to plan your future-perfect.
You’re likely to be time-poor, growing in your professional career and wondering how to plan ahead for the future. Typically, that means answering the following types of questions:
- Are you maximising your income and savings in the most tax-efficient manner for your current and short-term goals?
- Are your pension arrangements fit for purpose and on target to support your future plans?
- What’s the best way to invest a bonus or protect any future income?
- Do you need to make sure your family is covered in the event something happens to you?
Being able to answer questions like these is all part of identifying what your key financial objectives are. We call it your Future Perfect. Whatever yours is, we can help you to put together a plan that will help you to get there.*
To book your session simply call us on 020 8042 2998 or send us an email.
*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.
Our advice team is ready to help you
James Lindley is the founder of Castell Wealth Management. He has a personal mission to teach individuals and companies the art of managing their finances in a thoughtful, sustainable, and tax-efficient way…
As a Senior Adviser of Castell Wealth Management, Tom specialises in providing high-quality personal advice. His predominant focus is advising a trusted client base on lifelong wealth management strategies helping them achieve their…
As an adviser of Castell Wealth Management, James focuses on providing holistic financial planning and investment planning advice to city professionals and business owners across a wide range of exciting industries. James…
Stacey is a financial adviser who has a passion for helping successful and independent women manage their wealth. Stacey prides herself in bringing a fresh approach to financial planning for clients and…
Garth is a South African born wealth manager based in London, focused on providing sustainable goal-based financial management to his clients. His top priority is working with individuals alongside their family and business…
James is a Financial Adviser at Castell Wealth Management who recognises that everyone has the right to personal feelings about their money and takes the time to understand his clients before providing…
Originally from Canada, Aryan has built a career around solving problems and finding creative solutions for his clients who are looking to save on taxes, make their money work smarter and achieve…
Tom is a reliable and dedicated Financial Adviser with Castell Wealth Management. Prior to becoming a Financial Adviser, Tom built a wealth of knowledge by consulting with a number of the world’s…
What our clients say
I have a vision to create my own business, but planning for the immediate set-up costs whilst juggling the usual costs of running a family has always prevented me. My Castell Adviser is helping me to unlock the aspiration to start a business by rationalising my existing estate, and managing my existing project outgoings. The effort and expertise has been a great help.
Tom has genuine enthusiasm, and his friendly disposition put me at ease throughout. He was able to demystify the scary concept of personal finance in a clear way. I feel I have gained an ally that understands my financial goals and what’s more, an ally who can help me achieve them. This is of course underpinned by empathy and expertise. I couldn’t recommend him highly enough.
Tom has a great knowledge of many different areas and I would happily recommend him to any of my friends, family or anyone that was looking for a helping hand with any financial advice. Tom was great throughout the process and is continuing to monitor and communicate with me on the current investments and always looking at the next option. Very professional and I wouldn’t want to use anyone else.
Tom is courteous and professional, taking the time to explain the process and the various options presented to us. He explained everything to us carefully and allowed us the time and space to come back with further questions where necessary. He is extremely knowledgeable and we felt very comfortable placing our trust in him through this process.
My Castell adviser had the patience to thoroughly go through what was best for me. He listened to my situation and informed me of the best possible options. After discussing the options he let me choose the best way to proceed with no pressure. We have a plan in place and I am fully confident that I am being guided on the right path.
James has always put my principles and interest first, while assisting me with the appropriate instruments to empower me to manage my savings and risk aspirations. He always makes me cognizant of the pros and cons of each choice, never imposing a product but nudging me in the right direction. Very personal, reliable and thorough in the course of action, which I really appreciate.
James has provided invaluable advice, and been integral to securing my financial future. James is a pleasure to work with, and most importantly, I can trust him.
My Castell adviser has really helped my wife and me understand our financial situation and build a long term relationship. Despite the somewhat higher costs and restricted product choice with St. James’s Place, we think the advice has been worth it – they are great to deal with.
Aryan is an exceptional person providing trustworthy advice on any financial matter. His guidance on various financial investments and instruments is truthful, credible and keeping the best interests of the individual in mind. He goes above and beyond to help and guide individuals. I have no hesitation in recommending Aryan to anyone.
The first meeting with my Castell adviser was exactly what I needed. We talked through everything in Detail no judgement, an open and honest conversation. There was no pressure to move forward but I’m delighted I did and can see the money building for the future. Past performance is not indicative of future performance.
My Castell adviser has spent much time learning my specific requirements and was happy discussing all available options. I am confident that my money is being invested as part of a sound investment strategy and I would not hesitate to recommend him to others.