James Castle

With over 15 years’ experience in wealth management, I have founded, grown, and led advisory businesses dedicated to protecting, growing, and structuring wealth for individuals and families with complex financial lives. My career has been defined by a commitment to long-term planning, trusted advice, and delivering meaningful, lasting outcomes for clients across every stage of life.

I have developed deep expertise advising ultra-high-net-worth individuals, high-profile athletes, and corporate principals, where discretion, precision, and strategic judgement are essential...

Working with clients whose income is often high-velocity, irregular, and publicly visible requires a nuanced approach — balancing wealth preservation, growth, lifestyle planning, and long-term financial security.

My experience spans bespoke investment strategy, cash-flow and liquidity planning, retirement and later-life solutions, intergenerational wealth structuring, and legacy planning. I am particularly experienced in navigating the unique challenges faced by elite performers, including income volatility, cross-border considerations, and planning beyond peak earning years to ensure financial confidence well into the future.

As a wealth management partner, I operate at the intersection of strategic vision and disciplined execution. I am passionate about building trusted, long-term relationships and delivering advice that is both technically robust and deeply personal, tailored to each client’s ambitions, values, and circumstances.

Read more