Charlotte Webb

I established Castle Green Financial Planning in October 2021 with a focus on providing outstanding customer service. As a financial planner I provide holistic financial advice to individuals, families and businesses with an emphasis on building long term relationships and providing a source of trusted advice. I have a real passion for supporting women with financial choices and decision making and breaking down the barriers that prevent them from engaging. Castle Green Financial Planning is an Associate Partner Practice of St. James's Place and as a client, you will receive a personalised face-to-face advisory service from our business, whilst having access to a distinctive investment management approach. 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 17/04/2024