If there are changes in your circumstances, such as starting a family, changing jobs, starting your own business or receiving an inheritance, a review of your financial goals is crucial.
I appreciate that you are unique, with your own financial ideals, which is why I will tailor the services and recommendations that I make specifically to you.
Casterdon Wealth Management Ltd was established in 2012, when its Director Michael Savage, accepted an invitation to join St. James's Place Wealth Management. Prior to this, Michael was a Financial Planning Manager with Barclays for 4 years.
Based in Doncaster Michael has recently opened a new office in Armthorpe Doncaster that is open to both previous, existing and new clients, Michael provides wealth management advice to clients within the Doncaster, and more widely throughout the UK.
Michael is committed to ensuring that his industry knowledge remains relevant and current by placing strong emphasis on his personal development. This, along with the pride and dedication that he places on developing solid personal relationships with his clients, ensures that he is able to offer a comprehensive, professional and principled service.
Outside of his business, Michael is a family man and is enjoying being a father to two girls.
We offer an excellent wealth management service which will help you achieve your goals
Having known Michael for the last six years and having invested following Michael's advice I have found him to be trustworthy and has offered sound advice on investments and taxation. I will certainly recommend Michael to anyone.
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We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
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.