Senior Partner Practice of St. James's Place Wealth Management
“As a professional rugby player, it's a reality that my earnings can be quite high during my playing career and can then can drop significantly upon retirement from the game. Castle Court have advised me to plan for this and organise my finances in such a way to ensure a smooth transition from my playing career to life after rugby and beyond. From advising on pensions, my image rights company and a wide array of investment opportunities I now have a solid plan in place to ensure my financial future is in a position of strength and my money is doing the best it can every day of the year. A great bunch to work with!”
Jamie Roberts, Welsh Rugby International and Cardiff Blues player
“Having established Smart Solutions in 2007 we experienced significant growth in terms of revenue, structure and complexity, with this came the financial challenges that you expect of a growing business in our sector. At early stage we sought professional advice from the team of Castle Court to ensure our financial governance and strategies were tailored to the interests of all stake holders in the business. Having the expertise of Jack and Andy on hand assisted in a range of areas including financial management, planning and advice, pension and insurance provisions, introduction to an experienced Chairman, inward investment opportunities and board room support. By getting to know us both personally and as a business Castle Court understand our challenges and opportunities enabling them to effectively assist us in implementing the strategies that have enabled the growth and stability of Smart Solutions to date and in the future.”
Nathan Bowles, CEO Smart Solutions
“I originally began working with the Castle Court team in 2008 when I was considering the sale of my business. The sale went well and the team advised on the essential structures of running money as an owner managed business and family man. The straight talking guidance and comprehensive technical knowledge allowed me to spend all my time doing what I do best knowing my business and personal financial matters are being run with the same diligence . Thank you for your continued support and professional input guys.”
Paul Ragan, CEO Cardiff Devils, Entrepreneur
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.