Castell Wealth Management Ltd
Financial Services - London, ENG, UK
Castell Wealth Management Ltd Employees
Castell Wealth Management Ltd Senior Management
Castell Wealth Management Ltd Details
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. But it's not about making big statements. It's about being better, taking incremental steps towards it, and helping those around us to do the same. Whether its ethical investing, educating our children about finances, 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, pension transfers & advice around defined benefit pensions.- Investment planning & sustainable investing.
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