At Castell Wealth Management, our Private Family Division is dedicated to preserving and growing wealth across generations. Designed exclusively for families with over £2 million invested, we provide tailored strategies that ensure long-term financial security, tax-efficient wealth transfer and a lasting legacy.

Our expert advisers work closely with each family to navigate the complexities of intergenerational planning, safeguarding assets and empowering future generations with financial confidence.

We provide specialist advice across each individual generation with our in-house premier service offering:

We can also provide access to specialist external advice, including:

Please note that the services provided by any referral will be separate and distinct from those offered by St. James's Place.

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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