Castri WM Ltd is an independent, FCA-authorised and regulated wealth management firm based in the UK, serving high-net-worth individuals, entrepreneurs, business owners, families and people approaching or in retirement. Its partner-led approach focuses on personal, considered advice, with clients working directly with experienced advisers who have more than 100 years of combined experience in financial planning, pensions and investments.

The firm provides financial planning, pension and retirement planning, investment planning, financial planning for business owners, protection and estate planning, and Small Self-Administered Scheme (SSAS) provision. Its advice is not restricted to particular providers or product panels; recommendations are based on clients’ circumstances, objectives and risk tolerance. Castri begins by understanding each client’s needs and reviewing existing arrangements, then provides documented recommendations and ongoing reviews as circumstances, markets and legislation change. The firm aims to support informed decisions through significant financial events, including retirement, business exits and inheritance planning, and to build long-term advisory relationships. Investment values can fall as well as rise, and clients may receive less than they invest.