Castell Wealth Management

Castell Wealth Management are a boutique 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. As a company we specialise in responsible investing and sustainable finance for both high net worth individuals and companies.

We have a simple yet highly effective method of approaching your finance – in a fun, personalised, relatable, and non-judgmental way. Since 2014, we have supported our clients with financial planning, cash flow & tax modelling as well as financial wellbeing workshops for individuals, corporate clients and charities.

**A Typical Client**

Our 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.


Drop us a message, and we look forward to contacting you to hear all about your Future Perfect.

Call us:
0208 042 2998