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Your portfolio management website
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
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Due Diligence & Performance
Financial Adviser Due Diligence QuestionnaireVision Quarterly Due Diligence Q2 2020Strategy Snapshot January 2020ARC Equity Risk Q1 2020ARC Cautious Q1 2020ARC Balanced Q1 2020ARC Steady Growth Q1 2020Market Commentary June 2020 -
Discretionary Portfolio Management
IFA Client Investment Recommendation RequestVision DFM Brochure for clients of Financial AdvisersInvestment Management Services for Financial AdvisersManaging Your Investments for clients of Financial AdvisersVision RatecardDiscretionary Client Agreement for Clients of Financial AdvisersDiscretionary Pension Client Agreement for clients of Financial Advisers -
MPS on Platforms
Managed Portfolio Service on Platforms for Clients of Financial Advisers BrochureIW&I Income Strategy June 2020IW&I Defensive Strategy 2020IW&I Balanced Strategy June 2020IW&I Growth Strategy June 2020IW&I Cautious Strategy June 2020 -
AIM Portfolio IHT Plan
AIM Portfolio BrochureAIM Portfolio IHT Plan Q4 2019 ReportAIM Portfolio IHT Plan Client AgreementAIM Portfolio IHT Plan Ratecard -
Other
Client of Financial Adviser AmendmentResearch Team SheetCheltenham Team SheetTax Compliance - Self Certification for TrustsTax Compliance - Self Certification for EntitiesTax Compliance - Self Certification for IndividualsSelf Certification for Trusts Explanatory NotesSelf Certification for Entities Explanatory NotesSelf Certification for Individuals Explanatory Notes -
Terms & Conditions
Terms & Conditions
Due Diligence & Performance
Discretionary Portfolio Management
MPS on Platforms
AIM Portfolio IHT Plan
Other
Terms & Conditions
Financial Adviser Due Diligence Questionnaire
Vision Quarterly Due Diligence Q2 2020
Strategy Snapshot January 2020
ARC Equity Risk Q1 2020
ARC Cautious Q1 2020
ARC Balanced Q1 2020
ARC Steady Growth Q1 2020
Market Commentary June 2020
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
Managed Portfolio Service on Platforms for Clients of Financial Advisers Brochure
IW&I Income Strategy June 2020
IW&I Defensive Strategy 2020
IW&I Balanced Strategy June 2020
IW&I Growth Strategy June 2020
IW&I Cautious Strategy June 2020
AIM Portfolio Brochure
AIM Portfolio IHT Plan Q4 2019 Report
AIM Portfolio IHT Plan Client Agreement
AIM Portfolio IHT Plan Ratecard
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
Please contact us for further information
By post
Castle Investment Solutions Ltd
Unit 6A Falmouth Business Park,
Falmouth,
Cornwall, TR11 4SZ
Unit 6A Falmouth Business Park,
Falmouth,
Cornwall, TR11 4SZ
By phone
Tel: 01326 210 904