Castell Wealth Management Ltd
Castell Wealth Management
40 Basinghall Street
London
EC2V 5DE
This firm is an Appointed Representative (AR). It can carry out certain activities on behalf of another firm (its principal) that is regulated in the UK or another EEA country. The principal has accepted responsibility for the Appointed Representative's activities.
(195351) St. James's Place Wealth Management Plc
When you get to know us, you will find that Castell Wealth Management is like no other financial advisory firm. From the outset, we were founded with the intention of being nimble-footed and up to speed with fast-changing times, lifestyles and employment practices.
In our industry wealth is rarely created overnight but comes as the result of a carefully plotted journey. The relationship we build with our clients is based on mutual respect and the recognition that they have worked hard to get to their financial position. It is our responsibility to work just as hard when we manage their wealth, and project manage clients through the journey of achieving all their individual goals.
We understand that there are no off-the-shelf solutions and that every single one of our clients has their own personal concerns, responsibilities and ambitions. The solutions that work for one, simply would not work for another. Our relationship-based advice strategy ensures we have a thorough understanding of how we can help you achieve your long-term financial goals.
The investment world is vast and we need to know exactly what’s going on, especially in the current financial climate. The St. James's Place Investment Management Approach allows us to provide expert knowledge and the most appropriate services to reach client’s long-term desires.
The Partner Practice 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) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. 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. Castell Wealth Management Ltd is registered in England and Wales, Number 11639376. Registered Office: Accounts Unlocked, Repton Manor, Repton Avenue, Ashford, Kent, TN23 3GP, United Kingdom.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.