Bright Future Financial work closely with Castle Investment Solutions to bring you the very best investment opportunities when it comes to Discretionary Fund Management.
Discretionary fund management
A Discretionary Fund Manager is an investment specialist who runs our clients' investment portfolios on a day to day basis. They constantly monitor the markets and performance of investments, giving them the best chance of maximising returns. Investment portfolios are individually tailored and managed according to our clients' specific needs, requirements and attitude to risk.
If we feel Discretionary Fund Management is the right solution for you, we will select an appropriate Discretionary Fund Manager with the assistance of Castle Investment Solutions.
About Castle Investment Solutions
We work with Castle Investment Solutions in order to provide the very best service to our clients. We utilise their expertise and extensive due diligence on Discretionary Fund Managers to ensure we have the necessary information and confidence to recommend appropriate Discretionary Fund Managers to our clients.
View your valuation
Existing clients can access Castle Investment Solutions online facility to view information about their Discretionary Fund Manager plus obtain regular updates on their investment portfolio.
IMPORTANT: Investment involves risk. The value of investments and the income from them can go down as well as up and you may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.
Bright Future Financial Limited Registered Address: Little Orchard, Doatshayne Lane, Musbury, Devon EX13 8BD. Registered in England & Wales, No. 10909347
Bright Future Financial Ltd is an Appointed Representative of Vision Independent Financial Planning Ltd which is authorised and regulated by the Financial Conduct Authority (FCA).
Vision Independent Financial Planning Ltd is registered in England and Wales registration number: 6650476. Registered Office: Vision House, Unit 6A Falmouth Business Park, Bickland Water Road, Falmouth, Cornwall, TR11 4SZ. To verify our status please visit the FCA Register. Our FCA number is 487395.
The guidance or information contained within the website is subject to the UK regulatory regime and is therefore aimed at consumers in the UK.