Castell Wealth Management Information

We are a progressive financial adviser that provides lifelong wealth management strategies for our clients. We offer a full range of services across investments, retirement, protection, banking and mortgages that are focused on helping you to achieve your life goals whilst also trying to make a positive impact on the world around us. For us, wealth management is part of life management. We know that our financial wellbeing impacts every aspect of our lives and plays a critical role in guiding our behaviour towards each other and the world around us. When you become a Castell client, you get much more than just financial advice; you enter an ecosystem of support and opportunity that is fully integrated with and focused on your goals and helping you to achieve them. We believe that good investment performance and being ethical are not mutually exclusive. Whether it's ethical investing, learning about responsible capitalism or sharing our knowledge and resources, our ultimate goal is to play our part in helping to make the world a better place. We specialise in advice surrounding: - Business owners & business exits. - Pension drawdown & advice around defined benefit pensions. - Investment planning & sustainable investing. Your home may be repossessed if you do not keep up repayments on your mortgage. The value of your investment can go down as well as up. You could get back less than you invested. Exist Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place. 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). The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives. Castell Wealth Management is a trading name of Castell Wealth Management Ltd. SJP XX/XX/XXXX