Welcome Clients of Stanford Wealth Management Ltd

As clients of Stanford Wealth Management, Adrian Batchelor will have already been in contact with you to let you know about his retirement and transfer of clients to Castell Wealth Management. We’re delighted to be taking over as your St. James’s Place (SJP) Partner going forward and wanted to take this opportunity to introduce ourselves and let you know what you can expect from working with us.

Since both Stanford and Castell are SJP Partner Practices, we share the same commitment to responsible financial planning. As you may know, SJP is built on long-term relationships founded on personalised, face-to-face financial advice. We look forward to continuing to provide the same level of support and expert guidance you’ve come to expect.

For us, wealth management is part of life management. We know that our financial wellbeing impacts every aspect of our lives and plays a critical role in guiding our behaviour towards each other and the world around us. When you become a Castell client you receive much more than just financial advice; you enter an ecosystem of support and opportunity that is fully integrated with and focused on your goals and helping you to achieve them.

Regular review meetings

These are to ensure that we maintain an up-to-date understanding of your evolving needs and keep the plan on track over time.

Personal Service

We will manage the administration of your assets and policies. We are directly contactable and will never pass you to a call centre.

Ease
We deal with busy individuals, families and businesses who do not have the time or inclination to manage their own finances in an effective manner.

Control
You can maintain or as much or as little control as you like and we will provide with the support to help you make the best decisions.

Legislation changes
We are proactive in making sure that your planning keeps up with changes in legislation and we'll ensure you are taking advantage of all the reliefs and allowances available.

High standard of advice & fund management
Any fund manager and provider on the St. James’s Place panel has been carefully selected and will continue to be reviewed in line with our clients’ best interests.

Our trusted network of professionals
If there’s ever anything that we can’t advise on personally, we will be able to refer you to a specialist in that field.

We understand that when your personal SJP Partner changes, it can sometimes feel unsettling. At times like these, it’s reassuring to know that you remain in the care of one of the UK’s largest and most respected financial advice businesses. Adrian and Michelle have already given us a thorough overview of your finances and future goals, and we are keen to schedule a meeting to get to know each other better.

While we know you had regular annual reviews with Adrian, please don’t hesitate to reach out by phone or email if you have any questions about the transition. In the meantime, we’ll be in touch to arrange a convenient time for us to meet.

Welcome to Castell Wealth Management.
We look forward to working with you for many years to come.

Sincerely,
James & The Team at Castell Wealth Management

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

SJP Approved XX/06/2025