Our charity work

Since outset, Castell Wealth Management has been relentless in supporting small to medium-sized 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.

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.