Reviews of Castell Wealth Management. (Financial Consultant) in London (London).
Castell Wealth Management
30 Lombard St, London EC3V 9BQ, United Kingdom
Description
Information of Castell Wealth Management, Financial Consultant in London (London)
On this page you’ll find the address, open hours, more popular times, the contact, photos and real reviews of this business.
This business has received very good reviews from their customers, so probably it’s a place you should try if you are looking for this kind of services.
Map
Open hours of Castell Wealth Management
Sunday
Closed
Monday
8:30am–5:30pm
Tuesday
8:30am–5:30pm
Wednesday
8:30am–5:30pm
Thursday
8:30am–5:30pm
Friday
8:30am–5:30pm
Saturday
Closed
Popular times
Sunday
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Monday
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Tuesday
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Wednesday
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Reviews of Castell Wealth Management
B. I.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.
J. S.James and his team offer outstanding client service and support across their portfolio. We’ve been so impressed that we’ve moved from personal clients to introducing James et al to our business to advise on pensions and investments.
In addition to the great service, James regularly introduces us to his wider connections for mutual benefit and we’ve enjoyed networking at some excellent corporate events. I highly recommend Castell Wealth Management to all.
R. T.James Lindley has taken a patient approach to guiding me through and building a wealth management plan for the future. The portal is easy to use and the communications always professional.
K. G.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!
P. C.Tom Wood has given me excellent advice on where and how to invest my money. The whole service that Tom and his team at Castell Wealth Management have provided me with has been 1st class. I could not have been looked after any better and I would 100% recommend using Tom and Castell Wealth Management if you are looking for someone to help invest your money.
P. C.Tom was very patient with great care and support, gave great advice, and is a really great guy all round. 100% recommended.
P. S.Aryan Chopra at Castell - Wealth and Management - a sincere thank you. A highly professional service along with great advice provided by this international financier. Felt very confident in investing my money here with Aryan's expertise. I just wish I had done this 10 or more years ago.
S. J.My experience working with James Lindley has been great. His financial advice and market knowledge helps me to invest my savings in right place for better growth. I definitely recommend him to anyone who is looking for some investment ideas.
G. D.Garth was exceptionally professional and sincere in finding the best option of cover for my family and I. Unfortunately we had to complete the experience via video chat due to Coronavirus but I am really looking forward to meeting Garth in the future to discuss other financial incentives. Thank you for the personal touch, I am extremely grateful for your advice and services!
j. l.Dave was great through out the whole process, very easy to speak to and he explained everything extremely well, giving me a step by step of what it was we were doing and why. Each meeting I came away with a better understanding and a clear goal what what I want to achieve and if I have any issues at all Dave has made it clear for me not to hesitate to get in contact with him. I would recommend highly.
J. M.Dave has been amazing to work with. He has helped me set realistic goals for what I want to achieve short, medium and long term. He has also made sure that I understand every step of the process as well as being a friendly face who is always available when needs be. Would highly recommend.
V. R.Aryan Chopra - Thank you very much for patiently explaining to me, backed up with proper analysis, how my savings were not working for me and the steps needed to change that. Thanks to you I'm confident looking into the future and only wish I had done this a lot earlier.
If you are looking for an open and knowledgeable investment professional, I'd highly recommend Aryan.
A. Y.Big thank you to Garth Donnan for putting together a plan that was exactly what I was looking for. The service was efficient and gave me a much better understanding on financial planning. Looking forward to our next meeting.
L. L.The team at Castell have been fantastic at helping me plan for future expenditure as well as reviewing my existing pensions and investments and building a savings plan. Extremely clear and helpful financial advice with a personal touch.
G. S.I have used Tom Wood to provide advice and guidance. I found that his practical approach and recommendations were a very good fit for me. Overall a fantastic service offered.
R. J.Tom's excellent breadth and depth of knowledge meant that we were able to discuss a series of options, and therefore formulate a plan specifically for our idea of how we want to approach achieving financial independence.
K. G.Tom was very helpful in helping us review our retirement plans and in enabling us to be better prepared for the future. Thoroughly recommended.
J. N.Very professional and transparent to deal with. 5 star service from James Lindley and his team consistently over the years makes it easy for me to trust them with my funds
E. W.Tom Wood has been very helpful and professional in his advice. Always friendly and easy to get hold of.
S. P.Tom Wood was very thorough and gave me all the advise needed. I didn't feel pressured or rushed at any point.
A. P.Very pleased with every aspect of the service I have received. Tom has been great!
C. H.James was very professional and his investment knowledge was second to none.
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