Charity Work

Since outset, Castell Wealth Management has been relentless in supporting charities that can benefit substantially with relatively small grants via the St. James’s Place Charitable Foundation. Hundreds of small charities have benefited as a result.

We regularly work in partnership with our clients and our wider ecosystem, helping support charities that are dear to them. We will support the charity application for funding as well as visit as many of the charities as we can.

Not only do we work with charities via the fundraising support, we are also able to help charity investment committee’s in the investment advice that we provide. This is done on a pro-bono basis and we will not charge up-front fees for this work. Often this advice will be based around themes such as sustainable investing and ESG – topics that are close to us.

Recent Events:
The Change Foundation

On the 7th of July 2023, 14 of us kayaked down the Thames against a considerable swell to support this amazing charity with a total raised of £5,738.

The Change Foundation has been changing the lives of marginalised young people through the use of sport for 40 years, delivering targeted long-term interventions for the most vulnerable young people through Coach Mentors with lived experience, providing regular sports sessions, personalised mentoring and work-related opportunities.

Alex Bassan

Head of Business Development, The Change Foundation

"We are extremely lucky to be supported by James and the team at Castell Wealth Management. Whether they are fundraising, supporting our young people or giving time to mentor our staff, they always give it 100%. We are forever grateful for their continued support and we hope we can continue to change young lives, together, for many years to come. Thank you for being part of the Change."

Claire McKen BEM

Assistant Charity Manager, Let Us Play Wolverhampton

"We couldn’t be more grateful for the support we have received from you all. I now have to confirm all of the great sessions planned for the amazing children we have the pleasure of supporting. Looking forward to showing off our Summer with a report and lots of photos in the Autumn. Thank you again for your continued support."

Don't let the demands of your schedule prevent you from achieving your financial goals. Book your consultation today and take the first step towards a more sustainable 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

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