At Castell Wealth Management, we provide progressive, lifelong wealth management strategies tailored to your ambitions. Our services cover investments, retirement planning, financial protection, and access to specialist banking and mortgages—all designed to support you in achieving your long-term financial and personal goals.
We believe that wealth management is an integral part of life management. Financial wellbeing influences every aspect of our lives, shaping our decisions, relationships, and the legacy we build. As a Castell client, you gain more than just financial advice; you enter a sophisticated ecosystem of expertise, opportunity, and personalised support—all fully aligned with your aspirations.
Our expertise includes:
- Strategic financial planning for business owners, including business exits.
- Pension drawdown strategies and specialist advice on defined benefit pensions.
- Tailored investment planning designed to preserve and grow your wealth.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of investments can go down as well as up, and you may get back less than you invested.
Auto enrolment products are not regulated by the Financial Conduct Authority.
Castell Wealth Management Ltd 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 APPROVED XX/XX/XX
Company Details
- Employees
- 18
- Founded
- -
- Address
- 30 Lombard Street, London,england Ec3v 9bq,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- castellwm.co.uk
- Keywords
- Client Relationships, Wealth Management, Financial Advice, Tax Advice, Financial Planning, Pensions, Investments, Auto-Enrolment, Family Office.
- HQ
- London, England
Castell Wealth Management Questions
Castell Wealth Management's website is castellwm.co.uk
Castell Wealth Management's LinkedIn profile is https://uk.linkedin.com/company/castell-wealth-management
Castell Wealth Management has
18 employees.
View email and phone details for 18
employees at Castell Wealth Management.
Castell Wealth Management's industry is
Financial Services
Castell Wealth Management's top competitors are
Westminster Wealth Management,
London Wealth Management Ltd,
Clearwater Wealth Management,
Oakham Wealth Management Ltd,
Capital Planning Partners,
Wealth Management Partners,
Skybound Wealth Management,
Lgt Wealth Management,
Vantage Wealth Management,
Aag Wealth Management.
Castell Wealth Management's categories are Financial Services
Castell Wealth Management's founding year is 2014
