As an IFA business, Castle Court had come to a crossroads

by | Apr 11, 2014

Share this article

Facebook Open Graph

The increasing regulatory and administrative burden in the IFA sector, coupled with an uncertain future post-RDR, prompted the three Partners of Cardiff-based Castle Court to explore their options.

This new short film is a personal and frank account of the journey Castle Court went on; the key challenges they faced, their options going forward and their experience upon accepting an invitation to become a member of the St. James’s Place Partnership, the exclusive advisory arm of the St. James’s Place Wealth Management Group.

Castle Court Wealth Management – The journey to St. James’s Place


Prior to considering the St. James’s Place option, the Partners of the Practice were not fully aware of the significant opportunities offered by the strength and depth of both the adviser and client proposition at St. James’s Place.

If you are encouraged by the Castle Court story and would like to know more about becoming a member of the St. James’s Place Partnership, click below to arrange for a member of the St. James’s Place senior management team to contact you. 

The “St. James’s Place Partnership” is the marketing term used to describe St. James’s Place representatives.


[form form-1]




Share this article

Related articles

Trending articles

IFA Talk logo

IFA Talk is our flagship podcast, designed to fit perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.

IFA Talk Podcast - listen to the latest episode