Aryan Chopra

Financial Adviser

Originally from Canada, Aryan has built a career around solving problems and finding creative solutions for his clients who are looking to save on taxes, make their money work smarter and achieve their ‘future-perfect’ ambitions through goal-based financial planning and structured advice.

Prior to starting at Castell, Aryan worked in capital markets, hedge fund management, and for the US Government under President Obama’s Administration. He is an authorised financial consultant with an MBA from the University of London and a Bachelor’s in Computer Science and biomedical engineering. He was recently awarded within the Times Top 100 Financial Adviser 2020 accolade based on exceptional reviews from his existing clients.

Aryan joined Castell Wealth Management’s young and vibrant team to act as a better custodian for his clients’ and their families. This move from Portbury Wealth Management was aligned with his philosophy of responsible investing, exceptional service, and a unique due-diligence process backed by a FTSE 100 company. 

In his free time, he enjoys golf and rock-climbing, the occasional poker game and a warm plate of pancakes with maple syrup to remind him of his days in Canada.

Specialisms:

HNWI’s – typically senior executives, business owners, investment bankers, self-employed contractors, fund managers, and property developers.

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.