Castle Investment Consultants
19-21 Junction Rd, Totton, Southampton, SO40 9HG Directionshttps://www.yell.com/biz/castle-investment-consultants-southampton-70900/#view=map
Why Choose Us?
Independent financial and insurance advisers. Business and private clients welcome. We offer fully qualified professional services regulated by the Financial Conduct Authority
Castle Investment Consultants was established in 1986, by our past Managing Director, Charles Lucas, then a Sole Proprietor. One by one, further Consultants joined, requiring a temporary office in Central Southampton. In April 1988, the business moved into freehold premises at number 19-21 Junction Road, Totton, on the edge of the New Forest.
In 1990 the business became a Limited Company in order to expand further.
The Company now has 8 authorized advisors, based from the west Hampshire to East Sussex, dealing with Clients throughout the UK.
We are considered to be general practitioners who have an holistic approach to financial planning, understanding that any individual may have many differing needs to be addressed, in order to create a totally suitable financial plan.
Products & Services
Free Initial Consultation
Established Since: 1986
Independent financial advisers
Life assurance & pension consultants