Castell Wealth Management - London

Address: 30 Lombard St, London EC3V 9BQ.
Phone: 02080422998.
Website: castellwm.co.uk.
Specialties: Financial Advisor.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible entrance, Wheelchair-accessible seating, Wheelchair-accessible toilet, Gender-neutral toilets, Toilets, LGBTQ+ friendly, Transgender safe space, Appointment required.
Opinions: This company has 51 reviews on Google My Business.
Average opinion: 5/5.

Location of Castell Wealth Management

02080422998

Castell Wealth Management, located at Address: 30 Lombard St, London EC3V 9BQ, is a renowned financial advisory firm. They can be reached at Phone: 02080422998. Their website, Website: castellwm.co.uk, offers a wealth of information about their services.

Their specialties lie in providing comprehensive financial advice. They offer a range of services including online appointments, on-site services, and are equipped with a wheelchair-accessible entrance, seating, and toilet. They also offer gender-neutral toilets, creating an inclusive environment for all.

Castell Wealth Management is not only wheelchair-accessible and gender-neutral, but also a LGBTQ+ friendly and Transgender safe space. They require appointments, ensuring that each client receives the attention and care they deserve.

According to Google My Business, they have received 51 reviews with an impressive average opinion: 5/5. This speaks volumes about their commitment to their clients and their proficiency in financial advisory services.

If you're looking for a financial advisor that values inclusivity, accessibility, and quality service, Castell Wealth Management is an excellent choice. Their strong online presence, coupled with their positive reviews, make them a reliable and trustworthy option.

Recommendation: For more information or to schedule an appointment, visit their website at castellwm.co.uk. Experience their top-tier financial advisory services for yourself.

Reviews of Castell Wealth Management

Darron Gibbard

5/5

James was recommended to me a long while ago now. I couldn’t be happier with the advice and help from James which has ensured that I am meeting my financial goals. The service is A+ rated, the team is responsive, knowledgeable and flexible. I have never had any problems and will continue to work with them for a very long time. Very highly recommended.

Silvia L

5/5

James was recommended to me, and a couple of informative conversations with him inspired my saving journey. I couldn’t be happier to have chosen to work with Castell Wealth towards my financial goals. The service is top-notch, the team is responsive, knowledgeable and flexible with regards to one’s needs.

Atul Karia

5/5

Was very pleased with the service received from Castell Wealth. Was recommended by my daughter to take my investment with James Lindley and so far have not been disappointed with the level of services he has given me in setting up me and my wife's ISA and transferring my retirement pension account from Aviva to st James Place.
I would most definitely recommend any one requiring financial advice to contact them.

James Sims

5/5

Couldn’t rate James and the team higher for their customer focused team and financial advice they’ve given me. They’ve worked through mine and my families financial needs, and worked through all the different options possible to set us up for the future. Strongly recommend Castell Wealth for all short, medium and long term financial goals.

Colin Smith

5/5

Tom Wood has and continues to provide me and my family with first class financial management advice. The whole experience from meeting and working with Tom, together with great engagement from Castell Wealth Management has been a really positive experience. I would not hesitate to strongly recommend his and their services.

Paul Jones

5/5

Working with Castell is a pleasure, they regularly check in with me to ensure we are heading towards my financial goals. I have been working with them for a number of years and the service is second to none. My experience of working with Tom and James as been excellent and would recommend to others to support their financial future.

Andrew Carvell

5/5

This was our first dip into financial advice and I've been thoroughly impressed with the approach taken by Tom and the team at Castell. We've identified short, medium and long term goals whilst making use of allowances that otherwise I wouldn't have been aware of.

Would recommend! Thanks Tom and the team.

Katy Goodrich

5/5

We were introduced to James Lindley through a personal recommendation. Though we are still early days in navigating how to best set up our finances, James has been attentive, communicative, and always open to answer questions and provide recommendations. He takes comprehensive notes so that no matter how long since our last conversation it is incredibly easy to pick up where we left off. Grateful to have made this connection with James and would highly recommend Castell Wealth Management because of him!