A BETTER WAY

There are many ways to plan for the future. But financial choices can come with a cost, and we think the best decisions for you are also better decisions for our world.

At Castell, we believe that looking after the interests of you and your family means also thinking carefully about the world we live in. So when we take time to find out about you and your goals, and design your personal financial plan, we also make sure your money is working hard in ways that are ethical and responsible.

Because a better world isn’t just good for you. It’s good for everyone.

OUR VALUES

Lots of financial advisers can make you wealthier… but at what cost? At Castell, we believe that a high-performance investment strategy and investing in a better world don’t have to be mutually exclusive, join us on the journey towards a better world. We are driven by our core values, they are intrinsic to every part of our work with you.

KNOWLEDGEABLE

At Castell we keep ourselves ahead of the game. We invest heavily in training, innovation and professional development, so you can be assured that you are getting the finest advice designed for today and tomorrow.

EMBRACING

We are based in the heart of London, one of the most cosmopolitan and lively places to live and work in the world. We treat everyone with respect and courtesy and believe in celebrating individuality and diversity.

PROGRESSIVE

We are not an ‘old-school’ financial advice firm, we are a forward thinking team of ambitious professionals that believe that financial wellbeing and responsible investing is just as important as making great returns for our clients. We use technology to increase our productivity and success and are not afraid to challenge conventional thinking.

RESPONSIBLE

Everything we do is centred around being responsible. Our advice affects both our clients personal lives and the world around us, so we strive to ensure that we are always reaching and exceeding the highest benchmarks in our industry.

Get To Know Us

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…

James Lindley

Director

James Lindley is the founder of Castell Wealth Management. He has a personal mission to teach individuals and companies the art of managing their finances in a thoughtful, sustainable, and tax-efficient way…

Karishma Kaimal

Practice Manager

Karishma joined the financial services industry in 2017 after graduating from Lancaster University with an Honours degree in Economics. She has been working at St. James’s Pace Wealth Management since 2018 most…

Garth Donnan

Financial Adviser

Garth is a South African born wealth manager based in London, focused on providing sustainable goal-based financial management to his clients. His top priority is working with individuals alongside their family and business…

Aryan Chopra

Financial Adviser

Originally from Canada, Aryan has built a career around solving problems and finding creative solutions for his clients who are looking to save on taxes, make their money work smarter and achieve…

Stacey Presly

Financial Adviser

Stacey prides herself in bringing a fresh approach to financial planning for clients and their families, being open and efficient to make clients’ lives that little bit easier. She has a passion…

James Hole

Financial Adviser

James is a Financial Adviser at Castell Wealth Management who recognises that everyone has the right to personal feelings about their money and takes the time to understand his clients before providing…

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…

Laria Collister

Financial Adviser

Laria joins Castell Wealth Management as part of the St. James’s Place Adviser Academy 2021 intake. She is passionate about helping her clients to achieve their long-term objectives through growing and protecting…

Peter Clark

Financial Adviser

Peter joined Castell Wealth Management in Spring 2022 following a career change from retail and wholesale banking, after deciding his future lies in financial advice. Peter previously worked at both the Co-operative…

Skye MacDonald

Replacement Business & Paraplanner

As a paraplanner and business administrator within Castell Wealth Management, Skye is responsible for preparing reports, and administrative tasks as well as acting as the lead team member in preparing client cash-flow…

Lisa Andreyko

Paraplanner

Having graduated from Birmingham University with an MSc in International Marketing and an LLB in law, Lisa was torn between staying in the UK or returning to her home in Toronto, Canada….

Danielle Fox

Paraplanner

Prior to joining Castell Wealth Management, Danielle spent two years with the national insurance company Towergate where she achieved her underwriting level 2 qualification as well as supporting and advising customers on…

Lucy Price

Junior Paraplanner

Lucy has joined the Graduate Scheme at Castell having graduated from Durham University with a First-Class Honours in Theology. She has represented the British team in Horse Riding Eventing as well as…

Isobel Turner

Financial Paraplanner & Support Team Lead for Tom Wood

Isobel did not originally start her career in financial services, but rather in medical research, having graduated with an Honours degree in Pharmacology and Innovative Therapeutics from Queen Mary University of London….

Michael Cook

Head of Marketing

Michael joined Castell Wealth Management as Head of Marketing in 2021. Before joining, he worked in sales, gaining significant experience interacting with both corporate and private clients in the wine industry and…

Tom Barsby

Practice Manager to Tom Wood

Tom joined the Castell Wealth Management Team as a Practice Manager for Tom Wood in August 2021. Before joining Castell, Tom started his career at St. James’s Place as an apprentice in…

Francesca Bartlett

Business Support Manager

Francesca joined Castell Wealth management as a Business Support Manager in 2021. Prior to this, she had considerable experience in managing the back office and HR duties across different sectors. Francesca joined…

Joe Akik

Head of New business

Joe is bilingual in both Arabic and Spanish, as well as being an ex-competition swimmer who previously trained and competed with the Tunisian National Swimming Team.  He joined Castell Wealth Management following…

Ella Killen

Client Relations Manager

As Client Relationship Manager, Ella focuses on building and maintaining the great client relationships that Castell is renowned for. Ella is predominantly responsible for managing the servicing of James Lindley’s clients, and…

WHAT OUR CLIENTS SAY

As a business owner, I needed an adviser who understands that my commercial and personal financial objects must be aligned and that, ultimately, my business is my retirement vehicle. My Castell adviser and his team have put this at the heart of their advice, transforming my investment strategy and providing the clarity, focus and reassurance of a long term plan that will deliver the lifestyle and security that I want for me and my family. The responsible and sustainable approach is the icing on the cake. I have no hesitation in recommending them to other business owners looking to grow or sell their business.

Zaid H

CEO, Care Home Group

Tom has genuine enthusiasm, and his friendly disposition put me at ease throughout. He was able to demystify the scary concept of personal finance in a clear way. I feel I have gained an ally that understands my financial goals and what’s more, an ally who can help me achieve them. This is of course underpinned by empathy and expertise. I couldn’t recommend him highly enough.  

Andrew K

Associate Creative Director

Since moving my pension pot over to St.James’s Place, my Castell adviser has always been available for consultation and the support I receive is excellent. I would have no hesitation in recommending them to any of my colleagues.

Angus M

Tom has a great knowledge of many different areas and I would happily recommend him to any of my friends, family or anyone that was looking for a helping hand with any financial advice. Tom was great throughout the process and is continuing to monitor and communicate with me on the current investments and always looking at the next option. Very professional and I wouldn’t want to use anyone else.

Chris S

Director

James has been very proactive in ensuring I am on top of what I need to do with respect to my retirement investments. He has contacted me in good time of any tax deadlines and is professional, friendly and very helpful. I would not hesitate in recommending him to anyone who wants a fair review of their investment planning and help and support in managing investments.

Claire T

University Professor

Tom is courteous and professional, taking the time to explain the process and the various options presented to us. He explained everything to us carefully and allowed us the time and space to come back with further questions where necessary. He is extremely knowledgeable and we felt very comfortable placing our trust in him through this process.

Claudia C

Solicitor

I required investment and protection advice for both my personal finances and my business. My Castell adviser has been very responsive and has provided a highly knowledgeable and clear picture of the options regarding a number of different priorities. He has provided a friendly and efficient service and I feel comfortable in the knowledge he is structuring my finances effectively, and being proactive with them.

Edward M

Founder

My Castell adviser reviewed my current financial situation and that of my family and provided me with a number of very good options for investment and pension provision that has enabled me to maximise returns and look after mine and my family’s long term financial needs. Past performance is not indicative of future performance.

Gareth S

Senior Associate Solicitor

James has provided invaluable advice, and been integral to securing my financial future. James is a pleasure to work with, and most importantly, I can trust him.

Giana E

Professor Marketing

I have a vision to create my own business, but planning for the immediate set-up costs whilst juggling the usual costs of running a family has always prevented me. My Castell Adviser is helping me to unlock the aspiration to start a business by rationalising my existing estate, and managing my existing project outgoings. The effort and expertise has been a great help.

Hugo W

Asset Manager

My Castell adviser gave me helpful advice on my pension and how to make it work better for me. He also laid out a goals-based life plan for me and my wife, which was incredibly useful to ensure we were saving adequately and living within our means. I never thought I would seek financial advice but this has changed the way I manage my finances.

Henry R

General Manager

My Castell adviser had the patience to thoroughly go through what was best for me. He listened to my situation and informed me of the best possible options. After discussing the options he let me choose the best way to proceed with no pressure. We have a plan in place and I am fully confident that I am being guided on the right path.

James P

Director

James has always put my principles and interest first, while assisting me with the appropriate instruments to empower me to manage my savings and risk aspirations. He always makes me cognizant of the pros and cons of each choice, never imposing a product but nudging me in the right direction. Very personal, reliable and thorough in the course of action, which I really appreciate.

Jcilas J

Principal Engineer

The advice from my Castell adviser has been consistently sound and trustworthy. Working with them has given me the peace of mind that he is reviewing my finances in the best interests of me, my family, and my company. It’s allowed me to focus on running my business. I would not hesitate in recommending them to anyone and actively do so.

Jon S

Managing Director

Aryan is an exceptional person providing trustworthy advice on any financial matter. His guidance on various financial investments and instruments is truthful, credible and keeping the best interests of the individual in mind. He goes above and beyond to help and guide individuals. I have no hesitation in recommending Aryan to anyone.

Lalit S

Managing Director

The first meeting with my Castell adviser was exactly what I needed. We talked through everything in Detail no judgement, an open and honest conversation. There was no pressure to move forward but I’m delighted I did and can see the money building for the future. Past performance is not indicative of future performance.

Michael P

Senior Manager

My Castell adviser has spent much time learning my specific requirements and was happy discussing all available options. I am confident that my money is being invested as part of a sound investment strategy and I would not hesitate to recommend him to others.

Richard L

Company Director

My Castell adviser has really helped my wife and me understand our financial situation and build a long term relationship. Despite the somewhat higher costs and restricted product choice with St. James’s Place, we think the advice has been worth it – they are great to deal with.

Simon H

Scientist