About
Who We Are
Castri WM Ltd was founded by four partners - Alex Brown, Doug Ryan, Murray Smith and Scott Wakeling - who bring together more than 100 years of combined experience in financial planning, pension advice and investment planning. The firm was established with a clear belief:
Independent advice and personal service should sit at the centre of every wealth management relationship.
We chose to build a partner-led firm where clients deal directly with experienced advisers and where advice is deliberate, well explained and regularly reviewed.
We are authorised and regulated by the Financial Conduct Authority.
FCA No: 1037555.
What We Do
We work with clients across the UK, providing advice aligned to their objectives, risk tolerance and long-term financial goals. We do not provide restricted advice. We assess a broad range of solutions across the market to identify suitable recommendations. Castri WM Ltd provides independent financial advice across six core areas:
Financial
Planning
Pension and
Retirement Planning
Investment
Planning
Financial Planning
for Business Owners
Tax and
Estate Planning
SSAS
Provision
Who We Advise
Our clients typically include:
High net worth individuals seeking coordinated wealth management
Entrepreneurs and business owners preparing for growth or exit
Individuals approaching or in retirement
Families planning for intergenerational wealth transfer
Professional advisers introducing clients who require independent wealth management support
Many relationships begin at key transition points, including retirement planning, business sales or inheritance planning.
Our Philosophy
We believe wealth management should feel:
Clear. Considered. Personal. Consistent.
We take time to understand the full financial picture before making recommendations.
Advice is provided in writing
Rationale is explained clearly
Assumptions are transparent
Reviews are scheduled thoughtfully.
Our aim is to support confident decision-making over the long term.
Independence in Practise
As independent financial advisers, we are not tied to specific providers or limited panels.
We assess pensions, investment solutions and planning strategies across the wider market to help ensure advice is suitable and aligned to client objectives.
Independence enables objective decision-making within a regulated framework.
Castri WM Ltd is authorised and regulated by the Financial Conduct Authority.
You can verify our registration on the Financial Services Register at www.fca.org.uk.
Partner-Led Wealth Management
Castri WM Ltd remains partner-led. Every client relationship benefits from senior oversight and continuity. The founding partners bring experience across:
Retirement income planning
Pension drawdown advice
Investment portfolio review
Business exit planning
Estate and inheritance tax planning
Our approach is measured rather than reactive. We prioritise judgement over scale.
Regulatory and Risk Information
The information on this website is provided for general guidance only and does not constitute personal financial advice. Personal recommendations will only be made following a full assessment of suitability.
The value of investments can fall as well as rise and you may not get back the full amount invested.
Tax treatment depends on individual circumstances and may change in the future.
Important Information
A pension is a long term investment. The fund value may fluctuate and can go down, which would have an impact on the level of pension benefits available. Pension income could also be affected by interest rates at the time benefits are taken.
Pension savings are at risk of being eroded by inflation.