Castle Investment Consultants
CI
Financial Advisors
Castle Investment Consultants
19 Junction Rd, Southampton SO40 9HG
# Castle Investment Consultants
Castle Investment Consultants is an independent financial advisory firm based in Totton, Southampton, with over thirty years of established expertise in the region. As one of Totton's longest-standing IFAs, they provide comprehensive whole-of-market independent financial advice to clients across the UK and internationally.
The firm serves individuals and families seeking personalised financial guidance without the constraints of tied advisors. Their team of six experienced financial consultants—Katherine Belbin, Roger Munn, Liz Jarman, David Foot, Jane Lewis, and Mike Roa—delivers tailored solutions across a broad spectrum of financial planning needs.
What distinguishes Castle Investment Consultants is their genuine independence. Unlike restricted advisors, they access the entire financial market, ensuring clients receive recommendations suited specifically to their circumstances rather than a limited product range. Their three-decade tenure demonstrates sustained trust within the Totton community and proven expertise navigating diverse market conditions.
The firm emphasises accessibility and personalised service, encouraging clients to contact advisors directly by email and providing a general enquiry address for those uncertain where to begin. This approachable methodology, combined with their established reputation, makes them a reliable choice for investors seeking knowledgeable, impartial financial guidance in the Southampton area. Their longevity and independence position them distinctly against newer entrants or restricted financial services providers in the region.
Castle Investment Consultants is an independent financial advisory firm based in Totton, Southampton, with over thirty years of established expertise in the region. As one of Totton's longest-standing IFAs, they provide comprehensive whole-of-market independent financial advice to clients across the UK and internationally.
The firm serves individuals and families seeking personalised financial guidance without the constraints of tied advisors. Their team of six experienced financial consultants—Katherine Belbin, Roger Munn, Liz Jarman, David Foot, Jane Lewis, and Mike Roa—delivers tailored solutions across a broad spectrum of financial planning needs.
What distinguishes Castle Investment Consultants is their genuine independence. Unlike restricted advisors, they access the entire financial market, ensuring clients receive recommendations suited specifically to their circumstances rather than a limited product range. Their three-decade tenure demonstrates sustained trust within the Totton community and proven expertise navigating diverse market conditions.
The firm emphasises accessibility and personalised service, encouraging clients to contact advisors directly by email and providing a general enquiry address for those uncertain where to begin. This approachable methodology, combined with their established reputation, makes them a reliable choice for investors seeking knowledgeable, impartial financial guidance in the Southampton area. Their longevity and independence position them distinctly against newer entrants or restricted financial services providers in the region.
Services offered
Independent financial adviceWhole-of-market investment recommendationsFinancial planningPension adviceInsurance intermediary servicesPortfolio managementWealth managementRetirement planning