James is the trusted adviser to an affluent client base throughout London and the UK. Acting for his clients as their private family office, James specialises in dealing with a select number of high net worth and ultra-high net worth private clients and families through a highly personalised and bespoke service.
James Lindley is the founder of Castell Wealth Management, a London based financial advice firm whose mission is to teach individuals and companies the art of managing their finances in a thoughtful, sustainable and tax-efficient way as a means to achieve their personal Future Perfect. This is achieved through consistent financial planning and responsible investing, allowing you to do what you want to do when you want to do it.
A Typical Client
His clients are not restricted to, but tend to be:
James is a qualified financial planner, a member of the Chartered Insurance Institute, The Chartered Institute of Securities and Investments and the Investment Association. He is a pension transfer specialist and was a Times Top 100 Financial Adviser in the UK in 2019, as well as an entrepreneur, public speaker and company consultant.
Your Financial Journey
James has a simple yet highly effective method of approaching your Future Perfect – in a fun, personalised, relatable, and non-judgemental way.
Since 2014, Castell Wealth Management has offered services from financial planning, cash flow and tax modelling and financial wellbeing workshops for individuals, corporate clients and charities. James provides this bespoke service with state-of-the-art financial technology, consistently delivering peace of mind and security to his loyal clients. His unequalled level of service gives them the confidence that their financial affairs are handled with the highest level of competency.
The team are highly experienced, promoting forward thinking, creativity and open communication both internally and externally. The office, here in the heart of the City of London, exhibits an atmosphere of enthusiasm and optimism, substantiating our position as an integral part of a premier financial services firm.
By helping clients to achieve their Future Perfect in a sustainable way, we have earned the respect and admiration of the financial community and those that we work with. James is a noted financial expert and a go-to resource for national media outlets and platforms including the FT Adviser, Money Marketing, World Finance and many more.
Away from work, you can find James taking part in outdoor pursuits including cycling, travelling, skiing and more recently trying his hand at both golf and sailing.
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.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief is generally dependent on individual circumstances.
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The Partner Practice 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. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.