SPECIALIST FINANCIAL ADVICE

For those nearing retirement 

At Castell we help people with families get the very best out of their financial planning and wealth management strategies whilst also helping and encouraging them to be as sustainable and responsible as they can be.

We’ve used that experience to put together an exclusive, no-obligation consultation designed to help you develop a financial plan that protects you and your family and helps to maximise your financial wellbeing whilst also protecting the planet. It’s all part of our commitment to playing our part in making a better world for all of us.

YOUR PERSONAL CONSULTATION

We’re offering a no-obligation consultation that’s been designed specifically to help you to help you plan your retirement.

Typically, the consultation will help you answer the following types of questions:

  1. Are your pension arrangements fit for purpose and on target to support your retirement plans?
  2. What’s the best way to invest a bonus or protect your income?
  3. Do you need to make sure your family is covered in the event something happens to you?
  4. Are you looking to put money aside for a specific event like your children’s education or looking at the most tax efficient way to hand down your wealth to them?

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, and support you throughout that journey.

To book your session simply call us on

020 8042 2998 or send us an email.

 

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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.

Our Team Is Ready To Help

James Lindley

Director

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…

Tom Wood

Senior Adviser

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…

James Addison

Financial Adviser

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…

Garth Donnan

Financial Adviser

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…

Aryan Chopra

Financial Adviser

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…

Stacey Presly

Financial Adviser

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…

Tom Donlea

Financial Adviser

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…

James Hole

Financial Adviser

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…

What our clients say

James has been very proactive in ensuring I am on top of what I need to do with respect to my retirement investments. He has contacted me in good time of any tax deadlines and is professional, friendly and very helpful. I would not hesitate in recommending him to anyone who wants a fair review of their investment planning and help and support in managing investments.

Claire T

University Professor

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.

Claudia C

Solicitor

Since moving my pension pot over to St.James’s Place, my Castell adviser has always been available for consultation and the support I receive is excellent. I would have no hesitation in recommending them to any of my colleagues.

Angus M

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.

Chris S

Director

My Castell adviser gave me helpful advice on my pension and how to make it work better for me. He also laid out a goals-based life plan for me and my wife, which was incredibly useful to ensure we were saving adequately and living within our means. I never thought I would seek financial advice but this has changed the way I manage my finances.

Henry R

General Manager

My Castell adviser reviewed my current financial situation and that of my family and provided me with a number of very good options for investment and pension provision that has enabled me to maximise returns and look after mine and my family’s long term financial needs. Past performance is not indicative of future performance.

Gareth S

Senior Associate Solicitor

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 P

Director

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.

Hugo W

Asset Manager

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.

Giana E

Professor Marketing

The advice from my Castell adviser has been consistently sound and trustworthy. Working with them has given me the peace of mind that he is reviewing my finances in the best interests of me, my family, and my company. It’s allowed me to focus on running my business. I would not hesitate in recommending them to anyone and actively do so.

Jon S

Managing Director

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.

Richard L

Company Director

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.

Michael P

Senior Manager