Professional

Independent Wealth Management Support for Your Clients

Castri WM Ltd 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 WM Ltd 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 help 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 WM Ltd 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 help 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 WM Ltd 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.