CHIEF FINANCIAL OFFICER
Gary is our Chief Financial Officer. Alongside the work he does at Castell Wealth Management, he is a Non-Executive Director to a portfolio of companies and charitable trusts. He is a qualified accountant and has 10 years experience operating at board level in both executive and non-executive roles within the private, public and third sectors. A seasoned professional, he has a proven track record in leading major transformational change and in developing enterprise-wide risk and control frameworks on behalf of businesses. He currently also holds the position of Non-Executive Director for the National Residents Landlords Association, Mears Group and the Parole Board.
Providing strategic and financial support to Castell, Gary’s ‘why’ is supporting the advisers in helping their clients and staff prosper in a simple, personal and fair way.
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 as at 24/11/2023