Sean started his financial services career as a St. James’s Place Apprentice in 2019. He was based out of the Chelmsford office and specialised in Unit Trusts and ISAs. This role gave him knowledge of St. James’s Place products and taught him a fundamental understanding of business processes at a company level.
In 2022, Sean was approached by Castell, and he has since joined the team. He now specialises in financial administration and is working exclusively with Tom Donlea and his client base whilst he finishes his CII exams.
Sean is looking forward to further developing his skills and growing as a person with our friendly ecosystem.
Outside of work, Sean is a part-time petrol head and car enthusiast. He enjoys driving his sports car with his roof down come rain or shine. He also enjoys going to classic car shows with his dad in their restored Mk1 Ford Cortina.
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 as at 24/11/2023