5 Stars on Google Reviews
over 100 years combined experience
Private Clients
We understand the complexities and opportunities that come with managing substantial wealth, which may outlive you.
Our bespoke financial planning services are designed to align with your unique goals, offering clarity, control, and confidence in your financial future.
Working with us
Based on an initial financial review, we will prepare recommendations to present to you, and of course, you will have an opportunity to ask any questions that you may have. If you are happy with our proposals, we will then help you to implement them.
Our Commitments
*Involves referral to a service that is separate and distinct to those offered by St. James’s Place. Wills and Trusts are not regulated by the Financial Conduct Authority.
Our Services For Private Individuals
Investments
- Retirement planning
- Portfolio management
- Investing for income/growth
- Regular savings
- Trustee investments
Protection
- Inheritance tax planning
- Life or Critical Illness cover
- Income protection
- Family protection
- Long Term Care
Mortgages
- First time buyers
- Remortgage
- Intergenerational mortgages
- Buy to Let
- Access to commercial*
Your home may be repossessed if you do not keep up repayments on your mortgage.
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 may fall as well as rise. You may get back less than the amount 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.
*Commercial and Some Buy-to-Let Mortgages are not regulated by the Financial Conduct Authority.
Commercial lending involves the referral to a service that is separate and distinct to those offered by St. James's Place.
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
