Stacey Presly delivered a truly professional financial service in guiding me to a pension plan that met all my needs by putting her clients’ interests first. I would highly recommend her to anyone wanting to achieve better financial outcomes.
I am so grateful to have found Stacey Presly. Her expertise, professionalism, and passion for helping women with financial prosperity are just a few of the reasons I've loved working with her so far. I went from feeling overwhelmed with my finances to now feeling empowered with a clear plan and knowing I'm in trusted hands.
Stacey and the service she’s provided myself and my family has been exceptional. Her diligence, her patience, knowledge and expertise has been fantastic. We’ve had some challenging needs and she’s gone above and beyond to help and support us. A brilliant ambassador for St. James's Place.
The team at Castell have supported our rapidly growing business Sochitel with advice and help around our corporate benefits, including company pension schemes, income protection for staff and death in service group benefits. James has provided excellent advice on these work benefits alongside tax-efficient cash-extraction from a share sale. I cannot recommend him highly enough to any growing business. It has been a privilege to be part of their ecosystem of influential clients.
James has provided invaluable advice, and been integral to securing my financial future. James is a pleasure to work with, and most importantly, I can trust him.
My Castell adviser had the patience to thoroughly go through what was best for me. He listened to my situation and informed me of the best possible options. After discussing the options he let me choose the best way to proceed with no pressure. We have a plan in place and I am fully confident that I am being guided on the right path.
The advice from my Castell adviser has been consistently sound and trustworthy. Working with them has given me the peace of mind that he is reviewing my finances in the best interests of me, my family, and my company. It's allowed me to focus on running my business. I would not hesitate in recommending them to anyone and actively do so.
My Castell adviser has really helped my wife and me understand our financial situation and build a long term relationship. Despite the somewhat higher costs and restricted product choice with St. James's Place, we think the advice has been worth it - they are great to deal with.
James has always put my principles and interest first, while assisting me with the appropriate instruments to empower me to manage my savings and risk aspirations. He always makes me cognizant of the pros and cons of each choice, never imposing a product but nudging me in the right direction. Very personal, reliable and thorough in the course of action, which I really appreciate.
James has been very proactive in ensuring I am on top of what I need to do with respect to my retirement investments. He has contacted me in good time of any tax deadlines and is professional, friendly and very helpful. I would not hesitate in recommending him to anyone who wants a fair review of their investment planning and help and support in managing investments.