Home About Castle Discretionary Fund Management My Valuation Contact Us Your Discretionary Portfolio Management Service View Your Valuation 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 Our Services We welcome you to log in via the My Valuation page and click on your relevant Discretionary Investment Management company logo that will bring you through to your portfolio using your unique log in details. Initial and ongoing due dilgence Unique Cost Savings Access to bespoke portfolios Access to information Castle Investment Solutions Ltd is registered in England & Wales. Registration no. 7370865 Registered office: Unit 6A Falmouth Business Park, Bickland Water Road, Falmouth, Cornwall, TR11 4SZ. Copyright © 2015 Castle Investment Solutions Ltd. Castle Investment Solutions Ltd is 100% owned by Vision Independent Financial Planning Ltd who themselves are a wholly owned subsidiary of Rathbones Group Plc. Castle Investment Solutions Limited is not regulated by the Financial Conduct Authority (FCA). Made by Useful Links About Castle Investment Solutions Discretionary Fund Management My Valuation Terms and Conditions Privacy Policy Cookie Policy Contact Us Human Trafficking and Slavery Statement × We use our own and third party cookies. If you continue browsing we consider you accept the use of cookies. More Information.