Maybe you’re new to investments.  Maybe you’re a bit of an expert.  Or maybe you’re somewhere in the middle.  Whatever stage you’re at, the approach that Castell Wealth Management take is all about the trust to invest clients’ money wisely, to the appropriate risk appetite, and in-line with client objectives.  A key part of this is to build a committed plan, with which clients can understand the impact of their decisions.

Castell Wealth Management, an Appointed Representative of St. James’s Place, offer no-obligation consultations.  One of their regulated Financial Advisers will spend time with you learning about your existing structure and objectives, before highlighting any tailored solutions for your consideration.

Castell Wealth Management Ltd is an Appointed Representative of and represents only St. James’s Place.

The value of an investment with St. Jame’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.

Vertex – a brand of Bishopsgate Group Ltd (registered company name) introduces to St. James’s Place Wealth Management Plc, who are authorised and regulated by the Financial Conduct Authority.

SJP Approved xx/xx/xx