Tom Donlea

FINANCIAL ADVISER

Tom is an Associate of the Chartered Institute for Securities and Investment, having been awarded his Investment Advice Diploma by them. Prior to becoming a Financial Adviser, Tom built a wealth of knowledge by consulting with a number of the world’s largest investment banks.

He works with high-net-worth clients, and helps them by taking the time to understand what their utmost objectives and priorities are, before building visual plans using state-of-the-art technology. Whilst every client’s plan is unique and tailored to them, they are all designed to help clients build, grow, and protect their wealth in a tax-efficient manner. He prides himself on his ongoing service to his clients, taking the time to understand and strategise for their evolving needs.

As many of his clients own businesses, Tom also works with them regarding tax-efficient cash extraction, exit planning, and employee benefits such as insurances and pensions.

Tom also likes to share his knowledge in wider domains by running financial wellbeing seminars for businesses, and he has supported RollOnFriday.com as a guest writer.

Specialisms

SME Business Owners
City Professionals
Partners at Accountancy and Law Firms
And Executives in the Technology Space

The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

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Tom Donlea has genuine enthusiasm, and his friendly disposition put me at wase throughout. He was able to demystify the scary concept of personal finance in a clear way. I fell I've gained an ally that understands my financial goals and what's more, an ally who can help me achieve them. This is of course underpinned by empathy and expertise. I couldn't recommend him highly enough.

Andrew K.

Associate Creative Director

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I have a vision to create my own business, but planning for the immediate set-up costs whilst juggling the usual costs of running a family has always prevented me. Tom is helping me to unlock the aspiration to start a business by rationalising my existing estate, and managing my existing and projected outgoings. Tom Donlea's effort and expertise has been a great help.

Hugo W.

Asset Manager

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Tom Donlea is courteous and professional, taking time to explain the process and the various options presented to us. He explained everything to us carefully and allowed us the time and space to come back with further questions where necessary. He is extremely knowledgeable and we felt comfortable placing our trust in him through this process.

Claudia C.

Solicitor

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I required investment and protection advice for both my personal finances and my business. Tom Donlea has been very responsive and has provided a highly knowledgeable and clear picture of the options regarding a number of different priorities. He has provided a friendly and efficient service and I feel comfortable in the knowledge he is structuring my finances effectively, and being proactive with them.

Edward M.

Founder

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Tom Donlea gave me helpful advice on my pension and how to make it work better for me. He also laid out a goals-based life plan for me and my wife, which was incredibly useful to ensure we were saving adequately and living within our means. I never thought I would seek financial advice but this has changed the way I manage my finances.

Henry H.

General Manager

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Tom Donlea's advice has been consistently sound and trustworthy. Working with him has given me the piece 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 him to anyone and actively do so.

Jon S.

Managing Director

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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