Our business development team works closely with a number of carefully selected professional connections, to provide financial assistance and advice to their businesses and client base. We are currently working with number of professionals within a number of different business sectors. Our support include writing articles for their company websites and client newsletters, presentations at business seminars on topics such as Pension auto enrolment, inheritance tax planning, relevant life products and how to save tax and invest wisely.
If you would like to find out more about becoming a Castell Wealth Management professional connection partner, please enquire here.
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 levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.