What our clients say

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.

Jerry E

CEO - Sochitel

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.

Giana E

Professor Marketing

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.

James P

Director

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.

Jon S

Managing Director

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.

Simon H

Scientist

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.

Jcilas J

Principal Engineer

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.

Claire T

University Professor

My Castell adviser has spent much time learning my specific requirements and was happy discussing all available options. I am confident that my money is being invested as part of a sound investment strategy and I would not hesitate to recommend him to others.

Richard L

Company Director

Aryan is an exceptional person providing trustworthy advice on any financial matter. His guidance on various financial investments and instruments is truthful, credible and keeping the best interests of the individual in mind. He goes above and beyond to help and guide individuals. I have no hesitation in recommending Aryan to anyone.

Lalit S

Managing Director

The first meeting with my Castell adviser was exactly what I needed. We talked through everything in Detail no judgement, an open and honest conversation. There was no pressure to move forward but I’m delighted I did and can see the money building for the future. Past performance is not indicative of future performance.

Michael P

Senior Manager