5 Stars on Google Reviews
over 100 years combined experience
James Parfitt
Financial Adviser
James works with families to create financial plans that provide security, clarity, and peace of mind for the future. He specialises in retirement planning, estate management, and tax-efficient strategies, helping high-net-worth clients manage, protect, and pass on their wealth effectively.
James takes the time to understand each client’s priorities - whether that’s securing a comfortable retirement, providing for their children’s future, or managing a parent’s estate. His goal is to give families greater control over their financial plan, guiding them make informed decisions with confidence.
Outside of work, James enjoys golfing and spending time outdoors with his wife and golden retriever.
Specialisms
Personal and Family Finances
Helping individuals and families achieve their goals and plan their financial future.
Business Owners
Helping business owners to grow and protect their businesses.
City Professionals
We recognise the challenges faced by professionals in managing their finances amidst their demanding schedules.
Sports Professionals
With experience in offering financial guidance to athletes across various sports, we recognise the importance of preparing for life beyond their athletic careers.
Get in Touch
We offer a no-obligation consultation designed to help you develop a financial plan bespoke to your life goals. Book your consultation today and take the first step towards a more secure 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 10/08/2026