Nic Horstman

nicholas horstman

relationship manager

Nicholas has worked in wealth management in Australia for fourteen years and holds a Bachelor of Commerce (Majoring in Financial Planning) from Curtin University. He has previously completed his Certified Financial Planner® and Specialist Superannuation Adviser® designations in Australia as well as specific advice specialities.

In October of 2023, having lived in Perth, Western Australia, Nicholas moved to London for further career opportunities and to experience living in a different part of the world. Although the weather is certainly different to sunny Perth, he feels the move has brought new challenges and opportunities that he is very grateful for.

Nicholas’s previous roles in Australia focused on working with high net worth individuals and tailoring bespoke investment solutions. He was a part of his Australian based firm’s investment committee which oversaw a £200,000,000 bespoke model portfolio for their clients.

Nicholas is currently undergoing UK based industry qualifications and is looking forward to continuing his wealth management career in the UK.

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.

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 your 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 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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