About Me

Hi, I’m John Castle. I’m a qualified financial adviser of more than 20 years and have worked with over 300 SME businesses throughout my career. I specialize in helping business owners to protect their business, profits and financial security through risk management and succession planning. 

Service

Our service starts with an initial consultation to get to know you, your business and the things that are important to you. Then we’ll talk you through your options and make firm recommendations on how you can achieve your goals. You will always receive clear information and advice in plain-speaking English - without the jargon.

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Expertise

As a qualified financial adviser, John dedicates his time solely and specifically to helping business owners to protect themselves from the major financial risks they face within their business. John is supported by a team of industry professionals, who themselves, are each highly qualified and experts in their own field.

Experience

SME Succession Planning was established by John Castle, an experienced business consultant and a financial adviser of more than 20 years. Having worked with small and medium-sized businesses for most of his career, John recognises the challenges and risks that small and medium-sized businesses face and how these can be overcome.

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Availability

Although we’re based in Chelmsford, Essex, with the availability of on-line technology, we can meet and consult with you and your team wherever you’re based in the UK.  Where appropriate, we’ll also work closely with your accountant and solicitor to ensure we provide you and your business with a fully complete and robust solution.

Socially Responsible

John has close links with The Wilderness Foundation, a local charity that supports young people who are struggling with their mental health and emotional well-being. In his spare time, he provides one-to-one mentoring services for some of these young people. John also makes donations to the Wilderness Foundations from SME Succession's annual profits.

Consultation

FSA Authorised & Regulated

SME Succession Planning is the trading name for John Castle, an Appointed Representative of New Leaf Distribution Ltd, which is authorised and regulated by the Financial Conduct Authority under company number 460421. Registered office address: 1st Floor Princess Caroline House, 1 High Street, Southend-on-Sea, Essex, SS1 1JE.