5 Stars on Google Reviews
over 100 years combined experience
Tom specialises in providing high-quality personal advice on lifelong wealth management strategies helping them achieve their Future Perfect.
The Future Perfect Plan and goals-based planning that he uses, help individuals take control of their personal financial targets, freeing up more valuable time to allow them to focus on what matters most to them.
As well as being a regular speaker on financial wellbeing, employee welfare and benefits and pensions, Tom is a member of the Chartered Institute of Securities and Investments, a Pension Transfer Specialist and most recently a VouchedFor Times Top 100 Financial Advisor.
Outside of the office, Tom is passionate about minimising waste, enjoys most sports and staying active, he loves playing golf, cycling, running and wild camping. He rescues ex-battery chickens, quails and occasionally will be found tinkering with his motorbike in the garage.
Business Owners
Marine Employees
Entrepreneurs
Legal Professionals
Professional Sportsmen and Women
Investments
Strategic investment guidance to help you grow and protect your wealth.
Tax Planning
Expert tax planning to maximise savings and ensure long-term financial success.
Retirement Planning
Secure your future with a retirement plan that grows with you.
Protection
Comprehensive protection strategies to safeguard your assets
Corporate Advice
Advice to drive growth, efficiency, and long-term success.
Inter-Generational Wealth Transfer Advice
Advice to ensure a seamless transfer of wealth across generations.
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.
Get in Touch
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 10/08/2026
