Castell Wealth Management
Castell Wealth Management is a London-based financial advice firm that offers financial planning and wealth management services. They assist individuals and businesses in managing their finances in a tax-efficient manner to achieve their personal goals.
- Family governance
- Wealth structuring
- Retirement planning
- Goals-based investing
- Bespoke financial advice
- Tax-efficient financial strategies
Locations
Digital Popularity
Social Media
LinkedIn2,170 Followers
Competitors
First Sentinel Wealth is a financial advisory firm specialising in wealth management and financial planning for high-net-worth individuals.
Starck Uberoi Wealth is a firm of independent financial advisers dedicated to helping clients secure their long-term financial future through unbiased financial advice, mortgage, and protection services.
Black Swan Financial Planning is an independent financial adviser firm based in London, serving clients across the South East.
Cavendish Ware is a boutique wealth management firm that provides truly bespoke advice.
Company Details
Castell Wealth Management is operated by Castell Wealth Management Ltd and is a Active company incorporated on 24 October 2018 with the registered office located in London, Greater London. Castell Wealth Management Ltd was registered 6 years ago.
Status
Active
Size
Small
Directors
1
Age
6 years old
Employees
14
Turnover
Unreported
Total Assets
£5.81M
Cash in Bank
£2.87K
Total Liabilities
-£5.18M
Teams
14
9
7
6
1
Chief Strategy Officer (CSO) • Joined Mar 2021
Wealth Manager • Joined Apr 2024
Relationship Manager • Joined May 2023
Relationship Manager • Joined Aug 2022
Relationship Manager • Joined Apr 2024
Managing Director • Joined Jan 2019
Financial Adviser • Joined Oct 2018
Paraplanner • Joined Apr 2024
Financial Adviser • Joined May 2020
Financial Advisor • Joined Nov 2024
Chief Strategy Officer (CSO) • Joined Mar 2021
Managing Director • Joined Jan 2019
Financial Adviser • Joined Oct 2018
Paraplanner • Joined Apr 2024
Financial Adviser • Joined May 2020
Financial Advisor • Joined Nov 2024
Senior Paraplanner • Joined Aug 2024
Support Staff • Joined Aug 2022
Financial Adviser • Joined Oct 2022
Relationship Manager • Joined May 2023
Relationship Manager • Joined Aug 2022
Relationship Manager • Joined Apr 2024
Financial Adviser • Joined Oct 2018
Financial Adviser • Joined May 2020
Financial Adviser • Joined Oct 2022
Wealth Manager • Joined Apr 2024
Financial Adviser • Joined Oct 2018
Paraplanner • Joined Apr 2024
Financial Adviser • Joined May 2020
Financial Advisor • Joined Nov 2024
Senior Paraplanner • Joined Aug 2024
Financial Adviser • Joined Oct 2022
Employee
View 14 members