He has a personal mission to teach individuals and companies the art of managing their finances in a thoughtful, and tax-efficient way as a means to achieve their personal ‘Future Perfect’.
James specialises in dealing with a select number of high net worth and ultra-high net worth private clients and families through a highly personalised and bespoke service. This high-performance strategy enables clients to comprehend the choices available to them and what impact it will have on their individual life objectives.
James is a qualified financial planner, a member of the Chartered Insurance Institute, The Chartered Institute of Securities and Investments and the Investment Association. He is a pension transfer specialist and was a VouchedFor Times Top 100 Financial Advisor in the UK in 2019, 2020 and 2021. He is an entrepreneur, public speaker and company consultant as well as a noted financial expert and a go-to resource for national media outlets and platforms including the FT Advisor, Money Marketing, World Finance and many more.
Away from work, you can find James taking part in outdoor pursuits including cycling, travelling, skiing and more recently trying his hand at both golf and sailing.
0796 242 4150
A Typical Client
James's clients are not restricted to, but tend to be:
James has a particular interest in owner-managed businesses and dealing with the proceeds of business sales and IPO’s through tax-efficient and structured planning.
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.
*Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James’s Place.
Don't let the demands of your schedule prevent you from achieving your financial goals. Book your consultation today and take the first step towards a more sustainable 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