Laria joins Castell Wealth Management as part of the St. James’s Place Adviser Academy 2021 intake. She is passionate about helping her clients to achieve their long-term objectives through growing and protecting their wealth, whilst also helping to create a better world through sustainable and responsible investing. Laria is focused on providing each of her clients with peace of mind, by guiding them in the art of managing their finances. Laria works with her clients to construct a plan that aligns both their personal and financial goals and helps them to understand and achieve their ‘Future Perfect’ in a thoughtful, sustainable and tax efficient way. With an emphasis on maintaining long-term relationships with her clients and providing them with a source of excellent, high-quality, trusted advice as their financial needs evolve over the years. Prior to joining Castell Wealth Management, Laria was the business operations manager for the Tom Jackson Eventing team, as well as setting up her own freelance equine consultancy. And is well-versed in working with sports professionals, land and estate owners and businesses/horse owners in the equine space.
When Laria isn’t in the office, she enjoys an active lifestyle and spends much of that spare time riding.
Specialisms: Sport professionals, land/estate owners, business owners, city professionals, women in business