5 Stars on Google Reviews
over 100 years combined experience
Press & Awards
Castell Wealth Management takes immense pride in its consistent press features; discover the highlights below. Our Founder and CEO, James Lindley, 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.
Press
Features
Please note that clicking a link will open the external website in a new window or tab.
Links from this website exist for information only and are not endorsed by SJP.
The Times
10 smart services for growing businesses
We’re pleased to share that Castell Wealth Management has been featured in The Times online, as part of its recent feature.
24Housing
How to invest in a holiday home
Detailed tips about investing in a Furnished Holiday Letting to make sure you benefit from all the tax reliefs available.
24Housing
How To Get Into Property Investment
Property investment may be a good long-term strategy, but it has risks. We ask financial experts for their tips on how to invest in property.
Awards
& recognition
We are proud to be a Senior Partner Practice of St. James Place, an award-winning wealth management and financial advice company.
See below the list of awards accredited to St. James's Place.
2025
Communication and Education Award - Better Society Awards 2025
Wealth Management Company of the Year - City of London Wealth Management Awards 2025
Custome Relationship Excellence - Financial Services Eagles Awards 2025
Innovation in Customer Service in Financial Services - Bronze Winner - The Stevie Awards 2025
Achievement in Customer-Centric Culture - Silver Winner - Globee Awards for Customer Excellence 2025
Wealth Management - Gramercy Institute of Financial Marketing Strategy Awards 2025
SJP & Sky Arts - Best TV Sponsorship - UK Sponsorship Awards 2025
2024
Good Money Award - Better Society Awards
Gold Achievement in Customer Experience – Financial Services - Winner - The Stevie Awards for Sales & Customer Service
Bronze Achievement in Customer Service – Financial Services - The Stevie Awards for Sales & Customer Service
Organisation of the Year - Excellence in Customer Service Award 2024
Customer Care - Winner/Gold Award - The International CSR Excellence Awards 2024
Champion of Champions 2024 - The International CSR Excellence Awards 2024
Community Commitment - National Champion - The International CSE Excellence Awards 2024
Best Financial Adviser - The Personal Finance Awards 2024/25
Best Investment ISA - Highly Commended - The Personal Finance Awards 2024/25
Placed in Top 100 Advisers - FT Financial Adviser Forum 2024
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.
2023
Good Money Award
Better Society Awards 2023
Wealth Management Company of the Year
City of London Wealth Management Awards 2023
2022
Financial Advisory Firm of the Year - Awarded Bronze
Citywealth Magic Circle Awards 2022
Best Advisory Service
Online Money Awards 2022
Best Customer-Centric Culture – Large Company - Awarded Silver
UK Customer Experience Awards 2022
Global Good Company of the Year - Awarded Gold
The Global Good Awards 2022
Best Financial Adviser
Personal Finance Awards 2022/23
Best Customer Service
Shares Awards 2022
Wealth Management Company of the Year
City of London Wealth Management Awards 2022
2021
Wealth Manager of the Year
Growth Investor Awards
Best Advisory Service
Online Personal Wealth Awards
Best Wealth Manager
Shares Awards
Best Financial Adviser
Personal Finance Awards
2020
Best Wealth Manager
Shares Awards
Best Advisory Service
Online Personal Wealth Awards
Wealth Management Company of the Year
City of London Wealth Management Awards
Championing LGBTQ Inclusion
Financial Adviser Diversity in Finance Awards
2019
Wealth Management Company of the Year
City of London Wealth Management Awards
Best Wealth Planning Team
Wealth Adviser Awards
Best High Net Worth Team
Wealth Adviser Awards
Best Wealth Manager Growth Portfolio
Wealth Adviser Awards
Best Wealth Manager
Shares Awards
Best Financial Adviser
Personal Finance Awards
2018
Best Financial Adviser
Personal Finance Awards
Best Wealth Manager
Shares Awards
Wealth Management Company of the Year
City of London Wealth Management Awards
Outstanding Accomplishment
City of London Wealth Management Awards
Best Private Client Investment Manager
Wealth Adviser Awards
Best Wealth Planning Team
Wealth Adviser Awards
2017
Wealth Management Company of the Year
City of London Wealth Management Awards
Best Financial Adviser
Personal Finance Awards
Best Wealth Manager
Shares Awards
Best Private Client Investment Manager
Wealth Adviser Awards
2016
Top in Sector
Britain's Most Admired Companies
Best Financial Adviser
Personal Finance Awards
Best Wealth Manager
Shares Awards
Best Wealth Manager
What Investment Readers’ Awards
Pension Firm of the Year
Financial Directors' Excellence Awards
Best Private Client Investment Manager
Wealth Adviser Awards
Wealth Management Company of the Year
City of London Wealth Management Awards
Get in Touch
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 10/08/2026
