INTERMEDIARIES & INTRODUCERS

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We are frequently approached in respect of various Investments (regulated and unregulated) and Listed Bonds. We are happy to pass the same to the regulated Discretionary Fund Managers we work with in order that they may carry out the required due diligence process.


In addition, IFA’s wishing to offer their advisory services to our client base are welcome to provide details of their services and specialisms. Finally, should Discretionary Fund Managers (DFM’s) or Discretionary Investment Managers (DIMs) feel that they may have a compelling offer for our client base, Castle Investment Group welcome discussions.


Introducers in the Investment Review, ISA Review or Pension Review marketplace seeking reliable regulated routes to market are encouraged to get in touch with us for a frank discussion.


In addition Castle Investment Group act as value added facilitators to producers of leads, LOA’s and hotkeys, as we are able to utilise the strengths of our nationwide specialist field sales team to add value to existing offerings, which when combined with our regulated routes to market produces a fantastic end result for all parties.

So if you currently produce ISA, Investment or Pension review leads or LOA’s, get in touch with us and find out how we can add value.

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