Tom Donlea

Financial Adviser

Tom is a reliable and dedicated Financial Adviser with Castell Wealth Management.

Prior to becoming a Financial Adviser, Tom built a wealth of knowledge by consulting with a number of the world’s largest investment banks across London.  He is passionate about helping his clients to grow and protect their wealth, and is an advocate of sustainable and responsible investing.  He believes the most rewarding part of his job is seeing the positive impact of advice on those he looks after.

Tom is an associate of the Chartered Institute for Securities and Investment, having been awarded his Investment Advice Diploma by them.  Tom has supported RollOnFriday.com as a guest writer and regularly speaks with lawyers and city professionals.

Tom runs consultations with all new and prospective clients to understand their current situation and their ‘Future Perfect’.  He builds visual financial plans for them using state-of-the-art technology and offers personal advice on how to optimise their plan whilst helping to achieve their goals along the way.  He prides himself on his ongoing service to his clients, taking the time to understand and strategise for their evolving needs.

Specialisms:
SME business owners, city professionals, partners at accountancy and law firms. And executives in the technology space.

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.