Towards a better world.
HOW DOES YOUR WEALTH COMPARE,
WILL IT DELIVER THE FUTURE PERFECT YOU WANT?
The Wealth Scorecard provides a common metric that allows a comparison of financial well-being across people and over time.
The wealth well-being scale is a free tool to help you measure your financial well-being. The scale, which was developed and rigorously tested by The Bureau, contains 10 questions to capture how you feel about you financial security and freedom of choice, plus 2 questions to assist with scoring. Responses to the questions can be converted into an overall financial well-being “score” between 0 and 100.
Complete the questionnaire
James Lindley
Founding Director
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value may fall as well as rise. You may get back less than you invested.
USE THE
QUESTIONAIRE
-
Collect responses to the questionnaire. In order for the scorecard to work properly, you must not change the wording of questions or responses and the respondent must answer every question in the questionnaire.
-
Calculate the total response value. Using the scoring worksheet, add the person’s responses to find the “total response value.”
-
Convert the total response value to a financial well-being score. On part two of the scoring worksheet, locate the total response value in the first column, then follow the row across to the appropriate column based on the respondent’s age group and how the questionnaire was administered.
-
Once you’ve calculated your score , you can use the score to understand your current state of financial well-being and compare your score to the scores of other people in your age range.
“As a business owner, I needed an adviser who understands that my commercial and financial objectives must be aligned and that, ultimately, my business is my retirement vehicle. James and his team have put this at the heart of their advice, transforming my investment strategy and providing the clarity, focus and reassurance of a long term plan that will deliver the lifestyle and security that I want for me and my family. The responsible and sustainable approach is the icing on the cake. I have no hesitation in recommending them to other business owners looking to grow or sell their business."
Zaid Hasmat Ali, Business Owner
"Castell Wealth Management have provided a friendly and efficient service and I
feel comfortable in the knowledge they are
structuring my finances effectively, and being proactive with them."
Edward Moore, Founder
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value may fall as well as rise. You may get back less than you invested.
A LITTLE BIT
ABOUT US
Towards a better world.
We are a progressive financial adviser that provides lifelong wealth management strategies for our clients. We offer a full range of services that include investment planning, retirement planning, protection, banking and mortgages that are focused on helping you to achieve your life goals whilst also trying to make a positive impact on the world around us.
For us, wealth management is part of life management. We know that our financial wellbeing impacts every aspect of our lives and plays a critical role in guiding our behaviour towards each other and the world around us. When you become a Castell client you get much more than just financial advice; you enter an ecosystem of support and opportunity that is fully integrated with and focused on your goals and helping you to achieve them.
We believe that good investment performance and being ethical are not mutually exclusive. But it’s not about making big statements. It’s about being better, taking incremental steps towards it, and helping those around us to do the same. Whether its ethical investing, educating our children about finances, learning about responsible capitalism or sharing our knowledge and resources, our ultimate goal is to play our part in helping to make the world a better place.