# Trade Mark Journal No.2026/005 30 January 2026

## UK00004320911 8 January 2026 (36)

CASTELL WEALTH MANAGEMENT

Class 36
  Financial and wealth management services; Financial planning and consultancy; Investment advisory services; Investment account services; Investment consultancy; Investment fund services; Investment information; Investment research; Investment services; Investment analysis; Investment asset management; Investment business services; Investment of funds; Investment of funds for others; Investment dealing, investment holding, investment management, investment planning and investment trust services; Asset and portfolio management; Segregated and pooled funds management services; Administration and valuation of investments; Management of investments being the settlement of investments of clients; Mutual funds; Stock exchange quotations; Retirement planning; Pension consultancy and planning; Inheritance tax planning; Estate planning; Inter-generational wealth transfer planning; Family financial planning; Financial risk management; Tax advisory services; Cash-flow planning; Financial goal-setting and reviews; Provision of financial reports and analysis; Financial information, data, advice and consultancy services; Financial services relating to wealth management; Financing and funding services; Capital raising services; Financial services for business owners; Business financial planning; Business exit planning; Insurance consultancy; Life insurance services; Critical illness and income protection advisory; Mortgage advice and mortgage brokerage services; Mortgage and loan arrangement services; Residential and commercial property financing; Asset-backed lending; Access to private and specialist lenders; Administration of financial affairs; Monetary affairs; Financial consultancy relating to employee benefits, corporate pensions, and business succession; Financial consultancy relating to family offices; Financial services in relation to personal tax support and administration; Consultancy, information and advisory services relating to all the aforesaid.

CASTELL WEALTH MANAGEMENT LTD

Representative: Seven Legal