Your portfolio management website

Castle investment solutions

Working together with Investec Wealth & Investment, Castle Investment Solutions Ltd has brought to you a dedicated website to view your investment portfolio that you can access around the clock, giving you the information you need when you want it.

Investec Wealth & Investment has been working with financial advisers and their clients for more than 20 years and has gained a unique understanding of their specific needs. Their aim is to make your life easier and their Discretionary Fund Management service is designed to provide for the management of client portfolios, ISAs, offshore wrappers, SIPPs, pension funds and trust assets.

Download centre

Due Diligence & Performance

Discretionary Portfolio Management

AIM Portfolio IHT Plan

Other

Terms & Conditions

Due Diligence & Performance

Financial Adviser Due Diligence Questionnaire
Vision Quarterly Due Diligence Q2 2020
Strategy Snapshot January 2020
ARC Equity Risk Q3 2020
ARC Cautious Q3 2020
ARC Balanced Q3 2020
ARC Steady Growth Q3 2020
Market Commentary November 2020

Discretionary Portfolio Management

IFA Client Investment Recommendation Request
Vision DFM Brochure for clients of Financial Advisers
Investment Management Services for Financial Advisers
Managing Your Investments for clients of Financial Advisers
Vision Ratecard
Discretionary Client Agreement for Clients of Financial Advisers
Discretionary Pension Client Agreement for clients of Financial Advisers

AIM Portfolio IHT Plan

AIM Portfolio Brochure
AIM Portfolio IHT Plan Q2 2020 Report
AIM Portfolio IHT Plan Client Agreement
AIM Portfolio IHT Plan Ratecard

Other

Client of Financial Adviser Amendment
Research Team Sheet
Cheltenham Team Sheet
Tax Compliance - Self Certification for Trusts
Tax Compliance - Self Certification for Entities
Tax Compliance - Self Certification for Individuals
Self Certification for Trusts Explanatory Notes
Self Certification for Entities Explanatory Notes
Self Certification for Individuals Explanatory Notes

Terms & Conditions

Terms & Conditions

Please contact us for further information

By post

Castle Investment Solutions Ltd
Unit 6A Falmouth Business Park, 
Falmouth,
Cornwall, TR11 4SZ 

By phone

Tel: 01326 210 904