Castle Investment Consultants

19 Junction Rd, Totton, Southampton, SO40 9HG Directions

   Closed today Open Monday 09:00 - 17:00

Why Choose Us?

Well Established
Professional Advice
Years of Experience

Business overview

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.


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Products & Services

Free Initial Consultation

Established Since: 1986

Financial advisers

Financial planning

Independent financial advisers

Investment consultants




Life assurance & pension consultants

Life insurance