About VIP

Vision Investment Portal (VIP) is a trading style of Castle Investment Solutions Ltd who are an investment support business, designed to help the clients of Vision Independent Financial Advisers (IFAs) to not only gain access to a range of high-quality Discretionary Fund Management companies (and some product providers) but to also add value by negotiating unique benefits.

As part of our specialised investment support role we provide independent, professional due diligence and research services to Vision IFAs, providing them access to top tier investment solutions for their clients. VIP conducts regular meetings with Discretionary Fund Managers, carrying out rigorous due diligence involving the assessment of their service quality, fee structures, investment performance and tailored offerings before creating its panel of chosen firms.

Our expert Investment Committee regularly conducts this valuable work and negotiates the most competitive pricing for clients, giving advisers the assurance they can confidently recommend the products and services to their clients. Maintaining the relationship with Discretionary Fund Management companies has to be an on-going process, so that we can be confident that they are not only still providing a leading offering but also one which allows the Vision IFA to ensure they provide the most appropriate solution for their clients.

Your Vision Independent Financial Adviser (IFA) has to be fully informed and have the ability to understand opportunities as they arise. That’s why working together with VIP, your adviser uses VIP’s expertise and initiative to bring to you an approved choice of Discretionary Fund Managers and strategic product providers. In discussion with you, your Vision IFA will advise the best 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.

Here’s how it works:

1. VIP plays a pivotal role by meticulously evaluating and selecting Discretionary Fund Managers in the UK to form our panel.
2. By collaborating with VIP, your Vision IFA gains access to a curated pool of approved Discretionary Fund Managers and product providers.
3. Armed with this information, your Vision IFA can confidently recommend suitable options to you.
4. While your Vision IFA focuses on client care, the day-to-day management of your finances is entrusted to a skilled Discretionary Fund Manager.
5. By working closely together, your Vision IFA will recommend to you the most fitting solution by selecting from some of the UK’s top Fund Managers.