Senior Partner Practice of St. James's Place Wealth Management
I joined Castell Wealth Management because of its exceptional customer service and its unique approach to investment management. I find a personal sense of nobility and honesty to work with individuals on a common goal of achieving financial freedom together.
With more than a decade of experience working in capital markets and hedge fund management, I now advise on private wealth management and financial planning for self-employed contractors, business owners, fund managers, real estate developers and working city professionals; building tailored portfolios to maximise returns on a risk-adjusted basis. Prior to this I worked for the US Government under President Obama's administration.
I am an FCA authorised financial professional with an MBA from the University of London, and a background in Computer Science and biomedical engineering. I am originally from Canada and in my free time; I enjoy a game of poker with friends, outdoor activities such as rock-climbing, a warm plate of pancakes with maple syrup, and I’m passionate about working with small-businesses and charities.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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.