Senior Partner Practice of St. James's Place Wealth Management
As an adviser of Castell Wealth Management, Senior Partner Practice of St. James's Place Wealth Management, James focuses on providing holistic financial planning and investment planning advice to professionals and business owners across a wide range of industries.
James takes pride in building and maintaining long-term relationships with clients by providing tailored long-term advice to assist them in achieving complete financial independence.
Prior to joining Castell Wealth Management, James has spent most of his career in the City, helping UK SME’s grow from concept through to full profitability via early stage funding support within the tax-efficient market.
James holds a BSc degree from King’s College London and is a member of the Chartered Institute for Securities and Investment. When he’s not in the office, James enjoys an active lifestyle. He is a keen cyclist and regularly participles in parkrun events across London.
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.