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 them with high-quality, bespoke advice. He specialises in helping individuals, families and business owners make optimal financial choices and align their finances with what is most important to them.
More broadly, James assists ambitious high net worth clients looking to improve their financial wellbeing, brings clarity to complex financial situations, removes the time and stress of making financial decisions, and helps clients gain a sense of security in what they are working towards.
As a single figure golfer, James spends most of his time outside of work avoiding fairways and exploring the rough on new courses across the world. When he’s not golfing, James spends his time at home and exploring walks across the UK with his wife and golden retriever.
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.
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