Take Control
of Your Finances: 
Financial Planning for Professionals

Leave the time consuming paperwork and administrative burden with us while you stay in control of your financial decisions. Together, we will create a solid plan for your financial future.

We recognise the challenges faced by professionals in managing their finances amidst their demanding schedules

Managing your finances can be overwhelming, and attempting to go it alone can lead to missed opportunities and wasted opportunities to be more tax-efficient.

Our personalised approach to financial planning takes your unique needs and goals into account, giving you the tools and knowledge to make informed decisions about your finances. With our support, you can build a strong professional ecosystem that sets you up for success and feel confident in your financial future.

Smart Ways To Minimise Your Taxes And Maximise Your Income And Assets

Tax wrapping can save you money: You can have your money sheltered from Income Tax and Capital Gains Tax if you use your allowance and put your money into a tax wrap option.
Take advantage of your personal allowance: There are several allowances and tax reliefs available that can significantly improve financial efficiency. By taking advantage of these opportunities, you can ensure that they are not paying excessive taxes.
Put your regular savings to work for you: Are your regular savings accounts your best choice? You have options. If your money will be invested for the long-term, we show you a tax efficient option with strong potential for long-term growth.

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. Equities do not provide the security of capital which is characteristic of a deposit with a bank or building society.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.

Compound Interest Will
Boost
Your Returns

This graph displays the impact of delaying your investment by a mere 10 years. As you can see, the amount of money you'll have by the time you retire will be substantially lower. This emphasises the importance of starting early and taking advantage of compounding interest, which can significantly increase your investment returns.

These figures are only examples and are not guaranteed - they are not minimum or maximum amounts. What you will get back depends on how your investment grows and on the tax treatment of the investment. You could get back more or less than this.

For illustrative purposes only, assumes all income reinvested, actual investments may incur higher or lower growth rates and charges.

The value of an investment with St. James’s Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.

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.

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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 as at 24/11/2023

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