About

Who We Are 

Castri 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 management. 

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 registration number: [XXXXXX]. 

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 provides independent financial advice across five core areas: 

Financial
planning 

Pension and
retirement planning 

Investment
management 

Financial planning
for business owners 

Protection and
estate planning 

SSAS
Protection

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 ensure advice is suitable and aligned to client objectives. 

Independence enables objective decision-making within a regulated framework. 

Castri Limited 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 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 management

  • 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.