Meet The Team

Meet
The Team

James Lindley

DIRECTOR

Tom Wood

ASSOCIATE DIRECTOR

Francesca Steinberg

PRACTICE MANAGER

Tom Donlea

FINANCIAL ADVISER

Stacey Presly

FINANCIAL ADVISER

James Parfitt

FINANCIAL ADVISER

Peter Clark

FINANCIAL ADVISER

Sebastian
Probert-Broster

JUNIOR ADVISER

Ella Killen

ASSOCIATE ADVISER

Danielle Fox

HEAD OF REPLACEMENT BUSINESS

Tom Barsby

PRACTICE MANAGER TO TOM WOOD

Jess Hampson

PA TO JAMES LINDLEY

Sophie Locke

NEW BUSINESS ADMINISTRATOR

Sean Miles

FINANCIAL ADMINISTRATOR

Michael Fokuo

FINANCIAL ADMINISTRATOR

Michael Cutts

FINANCIAL ADMINISTRATOR

Nick Lindley

PARAPLANNER

Cameron Kennard

RELATIONSHIP MANAGER

Laura Tink

BUSINESS SUBMISSIONS SPECIALIST

Gary Simms

CHIEF FINANCIAL OFFICER



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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 as at 24/11/2023

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