Our People
Castri WM Ltd was founded on the belief that independent advice and personal service should sit at the heart of every client relationship. Our team brings together decades of specialist experience across financial planning and investment management. As an FCA-regulated, partner-led firm, we ensure you always have direct access to the experts. Meet the people dedicated to helping you navigate your financial future.
Alex Brown
PARTNER
With over 25 years in wealth management, including senior roles at Mattioli Woods, Alex believes the best advice comes from listening first. Known for his calm, straight-talking approach, he’s worked with clients across all walks of life to help them make confident, informed financial decisions. At Castri WM Ltd, Alex focuses on building genuine relationships, always putting people before products.
T: 07879 924690
Doug Ryan
PARTNER
Doug brings more than two decades of experience to Castri WM Ltd, having spent much of his career at Mattioli Woods advising individuals, families and business owners. He’s a firm believer that wealth management should be as much about results as it is about trust. Friendly, focused, and always up for a challenge, Doug is here to offer clear, personal advice that puts your future first.
T: 07538 483199
Murray Smith
PARTNER
As a seasoned financial services professional, Murray has over 30 years experience to share at Castri WM Ltd. He was a Plc board director of Mattioli Woods following the company’s IPO and was laterally their Group Managing Director. Murray’s first passion is working closely with clients helping to steer them through the complexities of our financial world and its ever changing nature. As clients and their families’ financial journey evolves, Murray focuses on each step developing and managing clear and understandable strategies.
T: 07976 842266
Scott Wakeling
PARTNER
With 25+ years in financial services, Castri Partner Scott delivers expert, adaptable planning for individuals and companies. As a Chartered adviser and Fellow of the Personal Finance Society, he thrives on helping clients navigate life's inevitable changes to reach their goals. Off duty, you'll find him enjoying family time or cheering on Leicester City FC - while trying his hardest to convert his kids into fans!
Tel: 07368 816110
Lianne Harrison
OPERATIONS DIRECTOR
Lianne brings 17 years of experience in financial services and a serious talent for spotting (and solving) problems before they even hit the radar. She’s here to make sure everything at Castri WM Ltd runs like clockwork – from the admin that keeps us moving to the day-to-day client support that sets us apart. While the team are out meeting clients, Lianne is the calm, capable force keeping everything firing behind the scenes.
T: 07985 461805
