We have an in-house Independent Financial Adviser, Castlegate Southern Limited (‘CSL’), based in our offices in Havant, Hampshire.

Founded in 1998 and beneficially owned by the partners of Morris Crocker, CSL offers a personalised, bespoke and comprehensive financial advisory service.

CSL are independent and will act on your behalf in advising you on life assurance, pension or investment products. And being independent they can advise you on the products of different companies from the whole of the market.

Financial Services Manager, Nick Venn, has over 30 years experience in the financial services industry. A high percentage of Nick’s time is spent advising around the issues of estate planning, retirement planning and investment for portfolio construction.

Nick offers an initial free of charge consultation meeting to enable him to assess your requirements. After the meeting, he will be able to prepare outline proposals for your consideration and provide you with an estimate of the likely charges.

For more information about the financial services offered to businesses in Hampshire and the surrounding areas, and how to contact Nick, please visit the Castlegate website at http://www.castlegatesl.co.uk/

CSL is an appointed representative of Castlegate Financial Management Limited who are authorised and regulated by the Financial Services Authority.