We work hard to support clients in the delivering of the highest level of product knowledge, which allows IFA's to assist their clients with the confidence knowing that they have a genuine product with full clarity and full market insight from our team of experts. 

Collaboration with our partners and sharing our expert knowledge with them is key to what we stand for. It is only with clarity both from a client's needs and our knowledge in the industry  that we are able to deliver the best possible service to our clients. Building long lasting mutually beneficial relationships with our partners so that we are able to grow our business, and more importantly help you to grow yours.

As a registered CastleGate Financial partner you will receive the following support:

  • On-site product and sales training to help build the knowledge of your team.
  • Access to our online tools to ensure that you can access the latest products with ease.
  • The opportunity to tailor your own notes, or to rely on the expertise of our team to craft structured notes to meet yours and your clients’ specific requirements.
  • Product data sheets and marketing collateral to support the sales process.
  • 24 hour turn around contact support.
  • Your company webpage and logo posted on your partners page.

We believe that our expertise in managing risk and maximising the returns provided from structured products is unrivalled on a global scale. We also believe that no other structured note  provider offers anywhere near the level of support we offer at CastleGate Financial.