Partners in Success

At Castell Wealth Management we are driven to provide tailored advice to our clients and provide them with the best platform for supporting their financial goals. For this reason we choose to Partner with St. James’s Place, one of the UK’s leading Wealth Management firms.

We are a Senior Partner Practice at St. James’s Place Wealth Management, this means you benefit from our personal service backed by FTSE 100 company who guarantees the suitability of the advice given by our Advisers when recommending any of the wealth management products and services available from companies in the group.

St. James’s Place is a leading force in responsible investing, becoming signatories to the UN PRI in February 2018. The PRI is an industry association which promotes the integration of environmental, social and governance (ESG) factors into investment and ownership decision making. Launched in 2006 with 100 signatories, the PRI has grown rapidly. There are now over 2500 signatories, and the PRI is becoming the industry standard for assessing a firm’s overall approach to responsible investment. For the past 3 years the PRI have awarded SJP an A+ rating on their annual assessment (only 22% of signatories achieved this rating in 2017.)

You can learn more about the St. James’s Place approach to responsible investing here