James Lindley is the founder of Castell Wealth Management. He has a personal mission to teach individuals and companies the art of managing their finances in a thoughtful, sustainable, and tax-efficient way as a means to achieve their personal ‘Future Perfect’.
James specialises in dealing with a select number of high net worth and ultra-high net worth private clients and families through a highly personalised and bespoke service. This high-performance strategy enables clients to comprehend the choices available to them and what impact it will have on their individual life objectives.
A Typical Client
His clients are not restricted to, but tend to be:
• Individuals & companies looking to form a long-term working relationship with a trusted Financial Adviser.
• Business owners looking to grow or exit* a successful business.
• Business owner(s) with a business turnover in excess of £1,500,000 per annum.
• Individual annual earnings of £350,000+
• Individual or joint investible assets of £1,000,000 and above.
• Divorce settlements or trust-based investments in excess of £1,000,000.
James has a particular interest in owner-managed businesses and dealing with the proceeds of business sales and IPO’s through tax-efficient and structured planning.
James is a qualified financial planner, a member of the Chartered Insurance Institute, The Chartered Institute of Securities and Investments and the Investment Association. He is a pension transfer specialist and was a Times Top 100 Financial Adviser in the UK in both 2019 & 2020. He is an entrepreneur, public speaker and company consultant as well as a noted financial expert and a go-to resource for national media outlets and platforms including the FT Adviser, Money Marketing, World Finance and many more.
Away from work, you can find James taking part in outdoor pursuits including cycling, travelling, skiing and more recently trying his hand at both golf and sailing.
Company advice including group insurance and pension advice, business exits* and tax-efficient cash extraction, SME advice, senior corporate executives, company directors, business owners, city professionals sports professionals, private clients, partners of law firms and accountancy firms, investment bankers, entrepreneurs.
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.
*Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James’s Place.