What our clients say

We are continually striving to improve our service and we ask for honest and frank feedback from our clients at every opportunity, many of our clients have been kind enough to leave us Google and VouchedFor reviews, which you can read below.

Read our Google reviews

 

Read our reviews on VouchedFor

What our clients say…

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.

Catherine Mackinnon-Little

Tom has genuine enthusiasm, and his friendly disposition put me at ease throughout. He was able to demystify the scary concept of personal finance in a clear way. I feel I have 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

Since moving my pension pot over to St.James’s Place, my Castell adviser has always been available for consultation and the support I receive is excellent. I would have no hesitation in recommending them to any of my colleagues.

Angus M

Tom has a great knowledge of many different areas and I would happily recommend him to any of my friends, family or anyone that was looking for a helping hand with any financial advice. Tom was great throughout the process and is continuing to monitor and communicate with me on the current investments and always looking at the next option. Very professional and I wouldn’t want to use anyone else.

Chris S

Director

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

Tom is courteous and professional, taking the 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 very comfortable placing our trust in him through this process.

Claudia C

Solicitor

I required investment and protection advice for both my personal finances and my business. My Castell adviser 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

My Castell adviser reviewed my current financial situation and that of my family and provided me with 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. Past performance is not indicative of future performance.

Gareth S

Senior Associate Solicitor

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 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 R

General Manager

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. My Castell Adviser is helping me to unlock the aspiration to start a business by rationalising my existing estate, and managing my existing project outgoings. The effort and expertise has been a great help.

Hugo W

Asset Manager

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

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

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

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

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

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

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

As a business owner, I needed an adviser who understands that my commercial and personal financial objects must be aligned and that, ultimately, my business is my retirement vehicle. My Castell adviser 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. The responsible and sustainable approach is the icing on the cake. I have no hesitation in recommending them to other business owners looking to grow or sell their business.

Zaid H

CEO, Care Home Group

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.

Alicia C