Welcome to Castle Investment Solutions
Castle Investment Solutions Ltd (Castle) is an investment support business, designed to help the clients of Independent Financial Advisers to gain access to a range of high quality Discretionary Fund Management companies that have been vetted and approved by Castle, and to add value by negotiating unique benefits.
Castle plays a key role carrying out extensive due diligence on the Discretionary Fund Managers in the UK and creating a panel of chosen firms, which means that your adviser has the information and confidence to recommend to their clients.
This added expertise helps your adviser to be more efficient in looking after their clients, whilst the day to day management of your money is carried out by a Discretionary Fund Manager.
Finding the right Discretionary Fund Manager who specialises in running your investment portfolio and making it a tailored service to you is so important. Your Independent Financial Adviser has to be fully informed and have the ability to harness opportunities as they arise. That’s why working together with Castle, your adviser uses their expertise and initiative in bringing to you an approved choice of Discretionary Fund Managers. In discussion with your Independent Financial Adviser you can then select the most suitable solution for your financial needs, safe in the knowledge that you are choosing from some of the best Discretionary Fund Managers that the industry has to offer.
Please log in via the My Valuation page and click on your relevant DFM company logo that will take you through to your DFM portfolio using your unique log in details.
This website can be used 24 hours, 7 days a week and is a secure way of keeping you up to date with how your DFM portfolio is performing so you have the information at your fingertips when you need it.
Summary of benefits of Castle to clients
- Initial and ongoing due diligence of Discretionary Fund Managers
- Unique cost savings
- Access to bespoke portfolios at lower than normal investment levels
- Access to information and portfolio valuations
- Time saving for your Independent Financial Adviser to enable them to spend more time with their clients