Stacey Presly

Financial Adviser

Stacey prides herself in bringing a fresh approach to financial planning for clients and their families, being open and efficient to make clients’ lives that little bit easier.

She has a passion for helping successful and independent women manage their wealth. Money is such a personal subject, and it is vital that clients are able to speak to someone with whom they have things in common and can ultimately relate. Given some of the unique financial challenges women face, Stacey believes that it can be a huge game-changer speaking to someone who can empathise with clients from a personal perspective.

Stacey has been with Castell Wealth Management since 2018. Working as a Financial Administrator, and subsequently as both a Senior Paraplanner and Practice Manager. These positions have given her a comprehensive understanding of some of the more complicated areas of financial advice and planning.

When she’s not studying towards Chartered Status she enjoys dining out in London and is looking to get her half marathon time under 2 hours in 2022!

Specialisms:

Family financial planning, time-poor city professionals and those going through difficult life encounters that require specialist financial advice i.e., bereavement, divorce and long-term care.