Castle Investment Solutions Ltd acts as an investment support company working very closely with your Independent Financial Adviser to bring you the very best investment solutions when it comes to Discretionary Fund Management.
Within that specialist and consultancy support role, Castle takes on the all-important function of meeting with Discretionary Fund Managers and determining their quality in service, charging structures, investment performance, bespoke offering, investment process and eligibility to ensure that they are meeting client’s needs and objectives now as well as in the future. The due diligence and selection criteria process that Castle continually performs, should result in a consistently high quality investment offering.
It is an on-going process in maintaining that relationship with the Discretionary Fund Management companies to be confident that they are still providing a leading offering and one that gives the most appropriate solutions for clients. Other deciding factors include the willingness to listen to and closely work with your Independent Financial Adviser to ensure that the best possible service is provided to their clients.
From the outset, your own Independent Financial Adviser will have established your attitude to risk, your specific financial goals and outlined a suggested way forward using their expertise in the industry and all based on your financial circumstances.