Castell Wealth Management is a London based financial advice firm whose mission is to teach individuals and companies the art of managing their finances in a thoughtful, sustainable and tax-efficient way as a means to achieve their personal Future Perfect. This is achieved through consistent financial planning and responsible investing, allowing you to do what you want to do when you want to do it.
A TYPICAL CLIENT
His clients are not restricted to, but tend to be:
*Individuals & companies looking to form a long term working relationship with a trusted Financial Adviser.
*Individual annual earnings of £350,000+
*Individual or joint investible assets of £1,000,000 and above.
*Business owner(s) with a business turnover in excess of £1,500,000 per annum.
*Divorce settlements or trust based investment in excess of £1,000,000.
About James
The team at Castell Wealth Management are members of the Chartered Insurance Institute.
