As an adviser of Castell Wealth Management, James focuses on providing holistic financial planning and investment planning advice to city professionals and business owners across a wide range of exciting industries.
James takes pride in building and maintaining long-term relationships with clients by providing tailored long-term advice to assist them in achieving complete financial independence. In his role, James specialises in long-term tax planning and giving his clients peace of mind whilst also making a positive impact on the lives of his clients.
Prior to joining Castell Wealth Management, James has spent most of his career in the City, helping UK SME’s grow from concept through to full profitability via early-stage funding support within the tax-efficient market. He holds a BSc degree from King’s College London and is a member of the Chartered Institute for Securities and Investment.
When he’s not in the office, James enjoys an active lifestyle. He is a keen cyclist and regularly participles in park run events across London.
Business owners and aspects of business exit planning, SME & business investment planning, city professionals, senior executives, professors and doctors.