What Our
Clients Say

The reviews shown above have been gathered and displayed directly through Vouched For  and have not been verified by SJP.

Jay RT
Jay RT
2022-12-12
Really recommend using Castell Wealth Management. I have been a customer for a few years now and have always received top advice.
Neil Davis
Neil Davis
2022-11-11
Very happy with the advice given on pensions and investments
Andrew Carvell
Andrew Carvell
2022-11-08
This was our first dip into financial advice and I've been thoroughly impressed with the approach taken by Tom and the team at Castell. We've identified short, medium and long term goals whilst making use of allowances that otherwise I wouldn't have been aware of. Would recommend! Thanks Tom and the team.
will sales
will sales
2022-06-24
Castell has been imperative to my financial security looking forward. I felt very supported when in touch with my adviser. Especially Skye, who is part of the paraplanning team, was especially helpful.
Elle Goldsmith
Elle Goldsmith
2022-06-24
Very satisfied with my interactions with Castell Wealth Management. Skye worked on my pension and ensured throughout the process I was kept up to date. Very efficient communication.
Taylor McCarthy
Taylor McCarthy
2022-06-24
Castell Wealth Management have been a pleasure to work with. Skye was especially very proficient in her work and made the process as smooth as possible. Would recommend.
Dan Steinberg
Dan Steinberg
2022-06-24
Francesca Bartlett was incredibly helpful and professional over the phone - would definitely recommend using Castell Wealth Management for financial advice.
Anne Maskell
Anne Maskell
2022-06-24
Have been working with James and his team for the last 7 years and love his no nonsense advice and his appreciation for my financial aims - which are ahead of track thanks to the investment advice I’ve received. As a massive tennis fan I was delighted to spend a day at the Hurlingham Club this week as a guest of James and SJP. What an awesome day.
Claire Mcken
Claire Mcken
2022-06-10
We are very grateful that this wonderful company has once again made a very generous donation to Let Us Play to support our Summer Play scheme for children with special needs and disabilities. We couldn’t be more pleased with their professional and refreshing approach to supporting local charities and making a real difference in their communities.

The reviews shown above have been gathered and displayed directly through Google and have not been verified by SJP.

Zaio H

As a business owner, I needed an adviser who understood that my commercial and personal financial objects must be aligned and that, ultimately, my business is my retirement vehicle. James and his team have put this at the heart of their advice, transforming my investment strategy and providing the clarity, focus and reassurance of a long-term plan that will deliver the lifestyle and security that I want for me and my family. I have no hesitation in recommending them to other business owners looking to grow or sell their businesses.

Zaio H.

Director CEO

Jerry

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

CEO - Sochitel

Colin W

Stacey 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.

Colin W.

Alicia C

I'm 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.

Alicia C.

Sara S

Stacey Presly is very friendly and helpful. She explains everything clearly and is always quick to respond and is patient with our questions! We feel like we are in very safe hands with her.

Sara S.

Catherine M

Stacey Presly 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.

Catherine M

Steve P

Tom Wood was very thorough and gave me all the advice needed I didn't feel pressured or rushed at any point.

Steve P.

Landlord

Steve P

Tom Wood was very thorough and gave me all the advice needed I didn't feel pressured or rushed at any point.

Steve P.

Landlord

Michael P

The first meeting with Tom Wood 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 and can see the money building for the future.

Michael P.

Senior Manager

Gareth S

Tom Wood reviewed my current financial situation and that of my family and provided a number of very good options for investment and pension provision that has enabled me to maximise returns and look after mine and my family's long term financial needs.

Gareth S.

Senior Associated Solicitor

Ellie W

Tom Wood has advised me on how my money can best be allocated to reach my financial goals. His advice has always been professional and I have never felt pressured into making a decision.

Ellie W.

Property Assistant Underwriter

Jon S

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

Henry H

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

Edward M

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

Claudia C

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

Hugo W

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

Andrew K

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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Don't let the demands of your schedule prevent you from achieving your financial 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 19/06/2024

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