*Funds under Advice value as of September 2023.
Consistently Award Winning
Consistently Award Winning
Independent Financial Advice
As the financial landscape evolves, people's financial needs become more complex and sophisticated.
Our main goal is to provide the ideal home for our highly experienced independent advisers, where they can be certain that they have access to the best support and resources our network has to offer, allowing them to focus on what matters most: serving the best interests of their customers.
We believe that wealth planning requires a personal and tailored approach. For the same reason, we have created our own bespoke back office system to manage all aspects of the financial advice process which allow access by all parties at different levels of the Advice process.
Our small powerhouse team of IT professionals are always on hand to guide you through our comprehensive suite of bespoke technology solutions. Having created an intelligent back-office system with an adviser-centred approach, their focus is never off the ball as they continue to strive for further cutting-edge advances.
Castle Investment Solutions
There is no such thing as a one-size-fits-all solution. We provide you with access to some of the most trusted investment providers, whom we are proud to have on our panel as strategic partners. Our Castle Committee of highly experienced industry experts are dedicated to building and growing this valued relationship on the foundations of transparency, trust, and integrity, with a shared goal of consistently offering you with the highest quality investment offering that will support your unique client base.
Vision Adviser Review Service (VARS)
VARS is a specially trained team of report writers who can complete your pre-review preparatory work and write your post-review letters.
Our highly skilled team of report writers are committed to driving efficiency and effective workflow so you can focus on writing new business and reaching your business goals. Instant access to internal systems and intelligent bespoke technology, gives this talented team the upper hand over any external support in completing your pre and post review letters.
Client services support
Our award-winning client services team are focused on implementing best practices built on trusted and collaborative relationships. They love connecting with our advisers and championing our core values through their everyday actions, taking pride in achieving a resolution to every query that comes their way.
Positive Compliance support
You deserve peace of mind. Our dedicated team of compliance professionals are there to give you the confidence and support for you to successfully grow your business while navigating unavoidable regulatory challenges. A robust compliance framework combined with passion, commitment and industry experience will guarantee you the security to future proof your business with confidence.
Dedicated supervisory teams
Going independent may appear to be an overwhelming task, with new technology and processes to choose from. Our dedicated team of industry experts are committed to taking the ‘complicated’ out of the process, supporting and guiding you from preparation to execution, so you can succeed as a thriving entrepreneur.
Acquisition and succession planning
We know you love your job. Helping your clients achieve their desired financial goals leaves little time for you to pursue your own. Our team of experienced professionals understands how to transition your business and support you in achieving your desired goals through a fully transparent process that includes all the necessary steps to create new opportunities for you and your clients with confidence.