5 Stars on Google Reviews
over 100 years combined experience
Chad Walker
Financial Adviser
I help families get organised with their finances and make smarter long-term decisions. I'm a member of the London Institute of Banking & Finance (LIBF) and hold the Level 4 Diploma in Financial Advice (DipFA) and CeMAP mortgage qualification.
Most people I meet are earning well but their finances have grown without a plan. Old pensions, cash building up, bonuses coming in with no real structure. Before discussing products or investments, we focus on building your Future Perfect - a clear picture of where you're heading and how to get there.
My role is to then help clients organise their pensions, investments and financial decisions so their money is actually working for the future.
Outside of work I enjoy golf, cycling and football - and as a loyal Aston Villa supporter, I've learned a lot about patience over the years.
Specialisms
Personal and family finances
Helping individuals and families achieve their goals and plan their financial future.
Business owners
Helping business owners to grow, protect and pass on their businesses.
City professionals
We recognise the challenges faced by professionals in managing their finances amidst their demanding schedules.
Large-value residential mortgages
Through established relationships with private banks, boutique lenders and specialist underwriters, Castell Wealth Management are able to arrange highly personalised lending solutions that align with each client’s overall wealth strategy.
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