Having previously graduated with an Economics degree, Michael joined the Castell ecosystem as Head of Administration for Wealth Manager, Tom Wood. The integral role primary consists of helping the team achieve excellent client service through managing client accounts, preparing reports, and assisting in the development of financial plans.
Michael's commitment to quality and his strong work ethic makes him a vital part of the team. He is looking forward to further developing his skills within the business framework.
When he's not busy supporting Tom and the Castell clients, Michael enjoys spending time with his family and playing and watching football. His passion for the sport translates into his work as he approaches each task with the same level of strategy and determination.
We offer a no-obligation consultation designed to help you develop a financial plan bespoke to your life goals. Book your consultation today and take the first step towards a more secure financial future.
Castell Wealth Management is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. Castell Wealth Management is a trading name of Castell Wealth Management Ltd. Castell Wealth Management Ltd is registered in England and Wales, Number 11639376. Registered Office: 251 Grays Inn Rd, London WC1X 8QT.
© Castell Wealth Management Limited. 2023.
SJP approved as at 24/11/2023