James Parfitt

Financial Adviser

James is a Financial Adviser at Castell Wealth Management who recognises that everyone has the right to personal feelings about their money and takes the time to understand his clients before providing them with high-quality bespoke advice. He specialises in helping individuals, families and business owners make optimal financial choices and align their finances with what is most important to them.

More broadly, James assists ambitious high net worth clients looking to improve their financial wellbeing, brings clarity to complex financial situations, removes the time and stress of making financial decisions, and helps clients gain a sense of security in what they are working towards. 

As a single figure golfer, James spends most of his time outside of work avoiding fairways and exploring the rough on new courses across the world. When he’s not golfing, James spends a considerable amount of his spare time with his Fiancée planning for their wedding next summer.

Specialisms:

Sports professionals, business owners and city professionals.