Tom Wood

Tom acts as the trusted adviser to a variety of individuals and families, ranging from high net worth private clients and families, to family businesses and younger professionals. He focuses his attention on ensuring his relationships; this allows him to provide his clients with exceptional investment planning advice and a highly personal service. Tom will typically work by co-ordinating his advice with internal and external specialists such as tax advisers, accountants, family lawyers, trust specialists and other trusted advisers to create an integrated and a comprehensive solution. Tom provides trusted advice and acts as the family's private investment planner in dealing with all their financial needs under one roof. He will identify priority issues, create a road map and develop solutions together to help meet your objectives. This is all done with the use of cash-flow and tax modelling software and the SJP investment management approach that most advisers cannot access. In addition to this, Tom runs a start-up and a non-executive business network for his clients and their associated companies. Castell Wealth Management is the trading name of Castell Wealth Management Ltd. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. 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. 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. 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 20/03/2023