Tom Wood

Senior Adviser

As a Senior Adviser of Castell Wealth Management, Tom specialises in providing high-quality personal advice. His predominant focus is advising a trusted client base on lifelong wealth management strategies helping them achieve their ‘Future Perfect’ goals whilst also trying to make a positive impact on the world through sustainable and responsible investing. His consultative but friendly approach, and close working relationship with his clients, has helped him build a formidable ecosystem of technical experts there to support those he works with and meet their specific needs. 

The Future Perfect Plan and goals-based planning that he uses, helps individuals take back control of their personal financial targets, freeing up more valuable time to allow them to focus on what matters most to them. 

As well as being a regular speaker on financial wellbeing, employee welfare and benefits and pensions, Tom is a member of the Chartered Institute of Securities and Investments, a Pension Transfer Specialist and most recently a Times Top 100 Financial Adviser. 

Outside of the office, Tom is passionate about minimising waste, enjoys most sports and staying active, he loves playing golf, cycling, running and wild camping. He rescues ex-battery chickens, quails and occasionally will be found tinkering with his motorbike in the garage.

Specialisms: 

Clients he acts for include business owners; marine employees; entrepreneurs; legal professionals; professional sportsmen and women. He is typically involved in investments and tax planning, retirement planning, protection, corporate advice and inter-generational wealth transfer advice. 

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.