5 Stars on Google Reviews

over 100 years combined experience

Daisy Wootton

relationship Manager for Tom Wood

After Daisy finished her A levels, she moved to Cardiff at the age of 18, where she began developing both her independence and professional career. She went on to complete a Business Administration Apprenticeship with Deloitte, gaining a strong foundation in business operations and professional services. During this time, she decided to pursue a career in finance, with a particular interest in advisory work. Daisy is currently studying towards her CII Level 4 Diploma in Financial Planning and hopes to one day become a qualified financial advisor.

In her current role, she works for Tom Wood as his Relationship Manager, supporting the smooth running of the back office and ensuring day-to-day operations run efficiently.

Outside of work, she enjoys attending a variety of music events and travelling. Daisy also enjoys skiing in the French Alpes and Country Walks with her dogs.

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.

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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.

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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