James Parfitt

James Parfitt

Castell Wealth Management

Minimum savings/pensions: Over £500,000

0208 166 7217
Based in Tower-Hill
View location
Top Rated 2025
Verified since: December, 2021
4.8 out of 5

37 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 30 April 2025

    James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 6

    Recent Client Reviews

    Verified reviews: 100%

    James has received 6 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 26 November 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 7

    Qualifications Uploaded

    7 qualification certificates available to view

    James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    James has not yet added their fees to their profile

  • 7

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with James

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 7 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 30 April 2025

    James and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 6

    Recent Client Reviews

    Verified reviews: 100%

    James has received 6 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 26 November 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 7

    Qualifications Uploaded

    7 qualification certificates available to view

    James has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    James has not yet added their fees to their profile

  • 7

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with James

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with James (based on 7 first impressions)

I am passionate about helping individuals, families, and businesses to plan their futures in a sustainable and responsible manner, achieve their long-term objectives, and get the most from their finances. I work with my clients to understand their goals, and I offer personal advice on how to achieve them. My areas of expertise include investments, tax planning, retirement planning, protection, and inter-generational wealth transfer. My typical clients tend to be, but are not restricted to: - Individuals, families, and businesses looking to form a long-term trusted relationship with a Financial Adviser. - City professionals on ambitious career paths. - Sports professionals. - Business owner(s) with a business turnover in excess of £500,000 per annum. Castell Wealth Management is a trading name of Castell Wealth Management Ltd. 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 21/03/2023

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About James's clients

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