5 Stars on Google Reviews

over 100 years combined experience

Our Reviews

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Gary Sims profile picture
Gary Sims
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James has been instrumental in supporting with my finances and family multi-generational planning. Very grateful to have met and have worked closely with Castell since 2016. I’m now a Ferrari owner!!
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James Du-Cann profile picture
James Du-Cann
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Castell Wealth Management & James Lindley have been fabulous. James has totally understood what we are trying to achieve & has been completely supportive in ensuring we have security in our planning. He is a great listener, & a trusted advisor. I would not hesitate to recommend James & Castell.
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James Sims profile picture
James Sims
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I’m a second-generation investor and have worked with Castell for a number of years. They’ve helped me plan and buy new properties, structure a growing rental portfolio and companies, and make sense of several different employer pension schemes. Everything is explained clearly, with practical advice that actually fits real life and my personal circumstances, not just theory. They take a genuinely long-term view and are great at joining the dots in a holistic way that makes sense. Professional but very easy to deal with and easy to get hold of . I’d happily recommend them to anyone serious about building and protecting wealth.
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Darron Gibbard profile picture
Darron Gibbard
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James was recommended to me a long while ago now. I couldn’t be happier with the advice and help from James which has ensured that I am meeting my financial goals. The service is A+ rated, the team is responsive, knowledgeable and flexible. I have never had any problems and will continue to work with them for a very long time. Very highly recommended.
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Miranda Barras-Smith profile picture
Miranda Barras-Smith
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Excellent guidance and support, James is available as required, even for the smallest query I might have. Very impressed.
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Sylvia Kotarba profile picture
Sylvia Kotarba
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As an accountant that deals with complicated personal and company matters, I have found working with James and his team fantastic, they have supported me in providing positive client outcomes. I would highly recommend!
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Atul Karia profile picture
Atul Karia
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Was very pleased with the service received from Castell Wealth. Was recommended by my daughter to take my investment with James Lindley and so far have not been disappointed with the level of services he has given me in setting up me and my wife's ISA and transferring my retirement pension account from Aviva to st James Place. I would most definitely recommend any one requiring financial advice to contact them.
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Alexandros Marantelos profile picture
Alexandros Marantelos
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Brilliant and personalised service by the team and James. Transparent, thorough, customer focussed, and effective! I love working with them and would highly recommend!
Zaio H

As a business owner, I needed an adviser who understood that my commercial and personal financial objects must be aligned and that, ultimately, my business is my retirement vehicle. James and his team have put this at the heart of their advice, transforming my investment strategy and providing the clarity, focus and reassurance of a long-term plan that will deliver the lifestyle and security that I want for me and my family. I have no hesitation in recommending them to other business owners looking to grow or sell their businesses.

Zaio H.

Director CEO

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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