Professional

Independent Wealth Management Support for Your Clients 

Castri works alongside accountants, solicitors and other professional advisers who require independent financial planning and wealth management support for their clients.  

We recognise that when you introduce a client, you are placing trust in both our advice and our conduct. 

Our role is to complement your expertise, not replace it. 

Castri Limited is authorised and regulated by the Financial Conduct Authority. 

A Collaborative Approach  

We understand the importance of maintaining strong professional relationships. Our objective is to ensure clients receive coordinated advice that supports both financial and legal considerations. When working with referred clients, we aim to: 

Provide clear,
documented
financial advice 

Communicate transparently and professionally 

Respect existing
advisory
relationships 

Coordinate where appropriate on tax and estate matters 

Independent Financial Advice 

Castri provides independent financial advice. 

We are not restricted to specific providers or limited panels and assess a broad range of pension, investment and planning solutions across the market. 

This allows recommendations to be shaped by suitability and long-term client objectives. 

All advice is delivered in accordance with FCA regulatory requirements and following a full assessment of suitability. 

Typical Areas of Collaboration 

We commonly work with professional advisers in relation to: 

  • Retirement and pension planning 

  • Business exit preparation 

  • Post-sale wealth management 

  • Inheritance tax planning 

  • Trust and estate considerations 

  • Investment portfolio structuring 

Where appropriate, we coordinate with accountants and solicitors to ensure aligned implementation. 

The Referral Process 

 We aim to make the introduction process straightforward and transparent. 

01

Initial discussion with you to understand the client’s circumstances and expectations 

02

Introductory
meeting with
the client 

03

Full financial assessment
and suitability review 

04

Written
advice and
implementation  

05

Ongoing review and
communication as agreed 

Continuity and Senior Oversight 

Castri is partner-led. 

Clients introduced to us deal directly with experienced advisers who collectively bring more than 100 years of combined experience across financial planning and wealth management.  

There is continuity in advice and accountability in decision-making. 

Regulatory and Professional Standards 

Castri Limited is authorised and regulated by the Financial Conduct Authority. FCA number [XXXXXX]. 

Advice is provided following a full assessment of suitability and documented clearly. 

The value of investments can fall as well as rise and clients may not get back the full amount invested. 

Tax treatment depends on individual circumstances and may change. 

Discussing a Client Introduction


If you would like to discuss a potential client introduction or explore how we may work together, we would be pleased to arrange a conversation. 

  • Doug Ryan

    PARTNER

    Doug brings more than two decades of experience to Castri, 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.

    doug@castri.co.uk

    T: 07538 483199

  • 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, Alex focuses on building genuine relationships, always putting people before products.

    alex@castri.co.uk

    T: 07879 924690

  • Murray Smith

    PARTNER

    As a seasoned financial services professional, Murray has over 30 years experience to share at Castri. 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.

    murray@castri.co.uk

    T: 07976 842266

  • Scott Wakeling

    PARTNER

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    scott@castri.co.uk

    Tel: XXXXX XXXXXX

  • 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 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.

    lianne@castri.co.uk

    T: 07985 461805